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SUBMIT IDEA

My Ideas: Reporting

Showing 26 of 3295

Management reports to have this month and ytd

I think most people would find it useful to have the management reports having a this month column and a year to date column, rather than having to run two reports. reporting is very weak in Kashflow but this is the weakest. The reports all look g...
Guest almost 7 years ago in IRIS KashFlow Connect / Reporting 2 Already exists

Adding project detail to unpaid invoices report

Useful for client in monitoring business performance
Guest about 7 years ago in IRIS KashFlow Connect / Reporting 0 Acknowledged

On dashboard, the 'amount owed to you' when clicked only shows 'unpaid' invoices as default view. Can you make it easier to match the balance owed with one click rather than changing different views (part-paid, overdue, overdue part-pay, over-paid) just to reconcile back the balance on dashboard?

No description provided
Guest over 7 years ago in IRIS KashFlow Connect / Reporting 0 Acknowledged

A line showing proft before tax on the P & L report

To be able to show the client their trading profit before Corporation Tax
Guest over 7 years ago in IRIS KashFlow Connect / Reporting 0 Acknowledged

New report: Fourweekly P&L

Would it be possible to create a report similar to the Monthly P&L however four-weekly ...? Many businesses trade weekly/four-weekly. As we provide management accounts to these clients, four-weekly would be more suitable rather than monthly.
Guest about 8 years ago in IRIS KashFlow Connect / Reporting 0 Acknowledged

Problems with management reports from Kashflow Connect

I'm having problems with the 'professional looking' management reports from Kashflow Connect. On a few accounts the figures are incorrect unless I don't tick the 'zero balance nominals' box in section 3 (select data to exclude). This however looks...
Guest about 8 years ago in IRIS KashFlow Connect / Reporting 0 Will not implement