Reports

Showing 29

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.

Guest over 8 years ago in IRIS KashFlow / Reports 3 Released

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 Quot...

Colin Hammond over 8 years ago in IRIS 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 l...

Andrea over 8 years ago in IRIS KashFlow / Reports 5 Released

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...

Guest over 8 years ago in IRIS KashFlow / Reports 6 Released

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...

Guest over 8 years ago in IRIS KashFlow / Reports 1 Released

28 VOTE

Trial Balance with "To Date" and "Inc Brought Forward" Options

On your reports section, you have a trial balance report.You also have a Profit and Loss and a Balance Sheet report. In my view I believe the description given by Wikipedia, see the following: From Wikipedia, the free encyclopediaA trial balance i...

Guest over 8 years ago in IRIS KashFlow / Reports 3 Released

22 VOTE

'Aged' customer statements

Customer statements should have the debts 'aged' i.e.30/60/90 days as per Sage-style

Guest over 8 years ago in IRIS KashFlow / Reports 10 Released

10 VOTE

Typo in KashFlow

I'm writing here because I reported a typo in the title and KasFlow support said I must write this a suggestion (WTF?) to get it fixed. When I open either: Reports > Tax > Non-EC Sales List Reports > Tax > EC Sales List Both times...

Guest almost 7 years ago in IRIS KashFlow / Reports 4 Released

8 VOTE

Edit submitted VAT report

Currently once submitted, the VAT reports cannot be changed. There should be an option to un-sumbit so there would be a possibility to edit mistakes (it was possible in the 2018 version of KashFlow).

Guest almost 6 years ago in IRIS KashFlow / Reports 3 Released

6 VOTE

Quote reports that can be run for quotes not converted to invoices - ie outstanding quote

We have now started to use Kashflow quotes. there aren't any reports that can be run for quotes not converted to invoices - ie outstanding quotes. Also unable to search on an actual quote reference number - if someone quotes their quote reference ...

Guest over 8 years ago in IRIS KashFlow / Reports 1 Released

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