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220 Vote

Bank Reconciliation Reports

Improve bank reconciliation report by displaying the reconciled balance, the nominal ledger balance, and list the un-reconciled items which make up the difference between the 2.

Created 10 Jan 09:10am by Anonymous

KashFlow / Reports

3 Released
2 Vote

I need a single report covering the P&L for a full year broken down by month without having to copy and paste each individual month to a spreadsheet

The full year P&L report should list each months activity and be customisable by date range to provide month by month comparisons without the need to download 12 monthly P&L reports. This will avoid the inevitable misalignment of nominal c...

Created 28 Sep 08:33am by Guest

KashFlow / Reports

0 New
77 Vote

Global Project Report Profit & Loss

Improve reporting for Project Based Clients - System can currently print P&L for each individual project. However the system CANNOT print a summary Report to include the P&L of all projects on 1 report for specified date ranges.

Created 10 Jan 09:13am by Claire Grogan

KashFlow / Reports

14 Acknowledged
53 Vote

Quote Reports

Is it possible to output a report of all the quotes that have been raised please? I could do with a CSV file where I can scan through quickly to see the types of quotes issued across all clients.Perhaps it's as simple as adding an option for Quote...

Created 10 Jan 09:14am by Colin Hammond

KashFlow / Reports

3 Released
51 Vote

VAT Analysis Report Showing Items 0% and N/A

Currently the only way to check that the correct VAT code has been used for either N/A or 0% is to manually check individual transactions. The activity reports just show a value of £0.00 for VAT but do not show which code has been used. A report...

Created 10 Jan 09:15am by Andrea

KashFlow / Reports

5 Released
29 Vote

Marginal Rate VAT

Could you add a feature to deal with sales under the Marginla rate VAT scheme

Created 6 Aug 10:35am by Guest

KashFlow / Reports

0 Acknowledged
46 Vote

Report to list Repeat Invoice and Repeat Purchase

There aren't report to show the list of Repeat Purchases and Repeat Invoices. How we have a long list it's very difficult to analyze on the screen if there are some mistake or there are some miss programmation. The report should be export to excel...

Created 10 Jan 09:27am by Salomon

KashFlow / Reports

5 Released
1 Vote

a report of recurring billing for a particular customer?

There should be more reporting based on customers that allow Kashflow users to get more information out of their data. One of these would be a way of doing a report of recurring billing for a particular customer. This would be useful for when you...

Created 15 Sep 11:46am by Rob Lucas

KashFlow / Reports

0 New
37 Vote

It does not appear to be possible to produce a detailed profit and loss and balance sheet report showing each individual nominal heading wit

It does not appear to be possible to produce a detailed profit and loss and balance sheet report showing each individual nominal heading with the values for the months side by side. This is something that is needed extremely urgently to monitor ov...

Created 10 Jan 09:15am by Anonymous

KashFlow / Reports

1 Released
1 Vote

Kashflow Reports

When I check the TB report in Kashflow, there are 2 options. One we can click with opening balance & we can get the opening balance for P & L items as well. That's incorrect. the 2nd option is If we select without opening balance, balance...

Created 11 Sep 09:03am by Guest

KashFlow / Reports

0 New