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My Ideas: Reports

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unpaid invoices not added to SA form

Please could you give an option for unpaid invoices not to be added to Self Assessment report on kashflow.
Guest 12 months ago in IRIS KashFlow / Reports 0 New

Better initial date selection when drilling down in Balance sheet

When drill down to accounts from balance sheet the start date selection is currently not customizable. In my case this results in the date starting in 1970. I am advised that doing year end journals changes this but I do them each year so it seems...
Christina Spencer 12 months ago in IRIS KashFlow / Reports 0 New

Bring back CSV download of VAT return calculations

I need to check these calculations, as we have different rates, and I have found errors in the past . I now have to look back through a whole quarter's invoices and receipts to check them!
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Be able to download trial balances by month (i.e. multiple) for management accounts

I would like to be able to download the trial balance but for the number of months i choose. In other words I would like each month next to each other for the period I choose either by 6 months, 12 months or all time to be able to look at the move...
Guest about 2 years ago in IRIS KashFlow / Reports 1 New

Switch off SA103 data collection and account mapping

We are a charity and file our accounts with the Charity Commission and if needed file corporation tax returns to HMRC. We are an organisation, not a self employed business so don't need remincers that "Kashflow found some discrepancies in your map...
Richard Cosier about 6 years ago in IRIS KashFlow / Reports 2 Acknowledged

Default "Action" in VAT report panel

Following an issue with the date range on our KashFlow VAT report screen today. I have the following observation about the "Actions" menu on the right hand side of the VAT report panel. Here is my remark, made to your support desk, after we had re...
Guest about 6 years ago in IRIS KashFlow / Reports 1

A report with department (aka Project) data on the report

Totally confused why we can enter department/project data at a transaction level yet cannot run a report on that information. The simple addition of the column for department/project on the Audit Trail would be the answer.
Guest over 3 years ago in IRIS KashFlow / Reports 3 New

I need a single report covering the P&L for a full year broken down by month without having to copy and paste each individual month to a spreadsheet

The full year P&L report should list each months activity and be customisable by date range to provide month by month comparisons without the need to download 12 monthly P&L reports. This will avoid the inevitable misalignment of nominal c...
Guest over 4 years ago in IRIS KashFlow / Reports 0 New

On Screen Monthly P&L

It would be useful to view a P&L by month on screen, rather than have to download to excel each time. It would also be really good to click on the values in the P&L report and go directly to the nominal account.
Guest over 3 years ago in IRIS KashFlow / Reports 0 Planned

VAT split on Aged Debtors and Creditors reports

It would be very useful to be able to see the VAT outstanding on Aged Debtors and Creditors reports so that we can easily identify VAT outstanding at the year-end for cash accounting clients.
Sarah Everist almost 6 years ago in IRIS KashFlow / Reports 3 Acknowledged