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My Ideas: Reports

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Reporting using additional purchase extra ref field or custom customer field

Kashflow has the ability to add extra reference fields for purchased or custom customer fields but no reports not even the audit trail details these references, nowhere can i see where you then see these reference fields again, what is the point i...
Louisa almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Gross AND net amount in purchase history report

I am creating a report for sales history for a client for a particular period using; [Reports], [Sales tab], [Customer purchase history] This report only has NET figures, but my clients work to both Gross and Net.......it would be great if this ...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Customisable month end in P&L

My business has very little activity in the middle of the month. I receive invoices from subcontractors at the end of the month and a lot of what I bill out is rebilling that time at the beginning of the next month. I would like the P&L to tre...
Martin Ross almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

MTD VAT screen formatting should preserve cell width for the amount column, so that the sign is always clear

Unless you have the screen zoomed right, the minus sign on a refund can be missed. Please ensure that the column width for the amount is always sufficient to show the minus sign for a refund on the same line as the amount In the attached screensho...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Would like the sales agent code included on the activity report.

It would save a persons time having to go into every transaction to find out the code for our monthly sales report.
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Can't see 2018 VAT reports

I can see 2017 and 2019 VAT reports but when selecting 2018, the system hangs for 30 seconds and gives the following error: "Oops! Something went wrong. Our dev team has been notified about it. Please refresh your browser session."
Guest almost 6 years ago in IRIS KashFlow / Reports 3 Acknowledged

VAT detailed report to show what was actually submitted to HMRC for that particular VAT Return

It would be very useful if the VAT detailed Reports actually showed the figures that were submitted to HMRC for that particular VAT Return period. Since the last update it has become apparent that the total figures for the boxes on the VAT detail...
Melanie Vaughan about 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

More detailed analysis on the VAT Report in terms of the description of items purchased., help identify capital items from those day to day items....

It would help identify capital items from those day to day items to ensure VAT element correct and assist with the partial exemption vat reporting that we are required to complete for a number of clients.
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Detailed VAT report to show transaction detail

This would be a benefit for a partial exemption calculation. Also to check that you have not claimed VAT where it should not be claimed.
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Only show invoice total

When quoting for work, there may be 6-20 different elements that make up the quotation which then total the quotation amount. However, we only want the customer to view the total amount, but see the breakdown of what is included. Can it be possibl...
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged