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My Ideas: Reports

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Customer code on Nominal Ledger Report

The income by sales/product/customer and the activity report all show the Customer code, but do not include any journal entries. The nominal ledger report (NLR) does include journal entries but does not give the customer code. Is there a way of ge...
Jo Godwin over 5 years ago in IRIS KashFlow / Reports 0 New

Produce a Fixed Asset Report to show depreciation

There is no report to show depreciation of assets for the fixed asset schedule. Very time consuming having to export details and create one??
Guest over 5 years ago in IRIS KashFlow / Reports 0 New

Includes customer emails in auotmated back up

The automated backups do not include customer emails, which really would be essential info to have offline in the event of a Kashflow data breach, so we can fulfil the requirements of GDPR.
Guest over 5 years ago in IRIS KashFlow / Reports 0 New

Invoices issued list as CSV with Customer Names

This would be great to be able to transfer this data to a cashflow forecast.
Guest over 5 years ago in IRIS KashFlow / Reports 0 New

Report generated by Paid date not Invoice date

I am generating a spreadsheet which shows Predictive and Actual spend per project per month. I need a report that shows what the actual spend was per project per month. Currently, Kashflow can show a Materials spend per project per month in the No...
Guest over 5 years ago in IRIS KashFlow / Reports 0 New

add addition section to profit loss

all users of kashflow it would be helpful if we could have an extra section tp P&l where able to show dividend and corporation tax not just in expenses so the P&l would show net profit then a profit after tax and dividend
Guest over 5 years ago in IRIS KashFlow / Reports 0 New

Option to input mileage at different frequencies

One of the clear Unique Selling Points (USPs) for Cloud Accounting is that it reduces the amount of time to complete the task if otherwise completed manually. It seems this has been achieved on the Accountants side of your platform but is seriousl...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 New

Final Accounts do not meet professional standards. Can`t include accountants report.

Accountancy firms.
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Include the Due Date in Sage export report

Please can the due date for purchases and sales be included in an export file. This is vital to be able to view/forecast what is due to be paid for a weekly/monthly pay run and allow for expecting income.
Michael Chadderz almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Allow direct click to customer record from Income by Source

From the dashboard clicking on the income from source graph and then one of the pie sections gives a list of invoices. At the moment the two links whether it be the invoice number or customer name both go to the customers invoice. It would be use...
Guest almost 6 years ago in IRIS KashFlow / Reports 1