Help us improve

2 Vote

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

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 27 Jan 19:59 by Nick Robinson

IRIS KashFlow / Reports

0 New
2 Vote

P&L report for cash accounting

Any business who runs a cash accounting business would find this useful. The VAT return takes this into account, but the P&L is currently a traditional report based on invoice raised, Whilst the Business activity report helps, it would be very...

Created 24 Jan 12:15 by Guest

IRIS KashFlow / Reports

0 New
3 Vote

Include the date fields on the Global Project Report

The global project report needs the two date fields to be included as it would be very useful when export this so that it can be manipulated in excel and things like gantt charts etc can be used.

Created 18 Aug 12:12 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Amendment to VAT 3 report

As a user based in the Irish Republic I have different vat periods and treatment of purchases. I do not rely on the report for purchase calculation, but must mark the return as submitted to create RTD details. This updates the nominal ledger. My r...

Created 24 Jun 09:23 by Guest

IRIS KashFlow / Other

0 New
3 Vote

30 day statements

It would be good to be able to send a statement to all customers with balances over 30 days as a batch.

Created 11 Aug 09:47 by Guest

IRIS KashFlow / Customers

0 Acknowledged
3 Vote

Sales Reporting

Hi, We need to see at the end of an accounting period what Sales/Purchase Invoices are at what rates of VAT? At the moment there is no such report and im finding it very difficult to produce /reconcile my accounts without such basic information. G...

Created 09 Aug 10:40 by Guest

IRIS KashFlow / Reports

0
2 Vote

Vat rate on the bank transactions

When you create a transaction on the bank feed and select the nominal like wages or paye/ni payment etc would be ideal to see the vat amount or rate after this has been matched in order to double check your work. I find annoying that if I want to ...

Created 13 Jan 15:44 by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Email SENT box

Please could you add an Out or Sent box for invoices sent by email. Rather than just the Log that tells me it has been sent. It would be extremely helpful to look back at the email as I often add prices and additional info on the email itself, but...

Created 20 Jun 15:08 by Steff Davies

IRIS KashFlow / Invoicing & Quotes

0 New
3 Vote

Monitoring payment times for all customers in single report.

It would allow succinct means of identifying 'Average time to pay' for all customers. Sales people would be able to have this to hand when discussing new business and also provides improved management information.

Created 03 Aug 11:25 by Guest

IRIS KashFlow / Reports

2 Acknowledged
2 Vote

Download Bank Statement

It would be helpful if I could download bank statement in a different format to csv. Its quite difficult to read, would be a lot easier in a pdf format.

Created 08 Jan 09:59 by Guest

IRIS KashFlow

0 Acknowledged