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1 Vote

Changing to accounting period (2023/2024)

As HMRC are now forcing all self-employed persons to adopt an accounting year end between 31st March and 5th April, this means that a lot of older businesses need to extend their accounts period for the year ending 2023-2024. We need some more hel...

Created 12 Nov 09:06 by Rich Mellor

IRIS KashFlow / Reports

0 New
4 Vote

Report to show sales 'totals' based on 'product code' (not just sales code) all in one sheet

At present the total number of products sold in a time frame can only be shown one product at a time in the sales history. This is very time consuming analysis if you have many products. Alternatively you can view income by product but it doesn't ...

Created 21 Jul 08:57 by Nick Robinson

IRIS KashFlow / Reports

0 New
2 Vote

Report for actual cashflow vs forecast

Cashflow is vitally important to all businesses, so a simple report tool with your monthly actual cash position vs. what you forecast would be really helpful.

Created 06 Sep 13:18 by Guest

IRIS KashFlow / Reports

0 New
5 Vote

Switch off SA103 data collection and account mapping

We are a charity and file our accounts with the Charity Commission and if needed file corporation tax returns to HMRC. We are an organisation, not a self employed business so don't need remincers that "Kashflow found some discrepancies in your map...

Created 22 Feb 10:45 by Richard Cosier

IRIS KashFlow / Reports

2 Acknowledged
4 Vote

CIS summary for each individual sub-contractor

At the end of every tax year each sub-contractor wants a summary of all CIS paid in that year. I can only get a report from Kashflow showing EVERY sub-contractor that has worked for us, so this is very time consuming. It would be great if we could...

Created 30 Mar 09:47 by Guest

IRIS KashFlow / Reports

0 New
2 Vote

Extend the age debtors list

Please can you look into extending the age debtors list for up to 12 months as this will make it easier than only seeing the past 3 months, as some of our clients have age debtors at 5-9 months old.

Created 05 Aug 12:36 by Guest

IRIS KashFlow / Reports

1 New
2 Vote

VAT columns on nominal ledger

Adding a VAT column to the nominal export would allow you to quickly check if a client has claimed the correct amount of VAT and also if they claimed VAT incorrectly e.g. insurance Similar with the debtors and creditors reports having a VAT outsta...

Created 05 Aug 08:16 by Guest

IRIS KashFlow / Reports

0 New
4 Vote

Invoice List Report should not be limited to 10

It would be nice to be able to run a report of invoices raised for the month. The existing report is limited to 10 invoices. Sometimes we raise more than 10 invoices in one day, so this report is worse than useless.

Created 04 Feb 11:30 by Anna Hales

IRIS KashFlow / Reports

1 New
6 Vote

Report showing customer sales by Country

WE supply goods to the UK, Europe and the Rest of the World. Having a report that shows the % of sales by country would help immensely with marketing etc..

Created 22 Aug 16:49 by Guest

IRIS KashFlow / Reports

3 Acknowledged
2 Vote

Invoice CSV export

Missing functionality from Kashflow. There is no option to download a report based on invoices issued between a set date in CSV format. All other bookkeeping software is able to do this. Report should be downloadable directly from invoicing screen...

Created 20 Jun 15:16 by Guest

IRIS KashFlow / Reports

0 Acknowledged