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My Ideas: Reports

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Create report for non project items pelase

I use the Global Project Report to track project sales and costs Could really do with a report which shows items NOT allocated to a project, so a profit and loss for non project items and potentially a line on the global project report for items w...
Guest over 1 year ago in IRIS KashFlow / Reports 0 New

Invoice List Report should not be limited to 10

It would be nice to be able to run a report of invoices raised for the month. The existing report is limited to 10 invoices. Sometimes we raise more than 10 invoices in one day, so this report is worse than useless.
Anna Hales almost 6 years ago in IRIS KashFlow / Reports 1 New

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 over 1 year ago in IRIS KashFlow / Reports 0 New

Report for actual cashflow vs forecast

Cashflow is vitally important to all businesses, so a simple report tool with your monthly actual cash position vs. what you forecast would be really helpful.
Guest about 3 years 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 over 1 year ago in IRIS KashFlow / Reports 0 New

Extend the age debtors list

Please can you look into extending the age debtors list for up to 12 months as this will make it easier than only seeing the past 3 months, as some of our clients have age debtors at 5-9 months old.
Guest over 3 years ago in IRIS KashFlow / Reports 1 New

VAT columns on nominal ledger

Adding a VAT column to the nominal export would allow you to quickly check if a client has claimed the correct amount of VAT and also if they claimed VAT incorrectly e.g. insurance Similar with the debtors and creditors reports having a VAT outsta...
Guest over 3 years ago in IRIS KashFlow / Reports 0 New

Report for all Payments due at month end

I would like to be able to summarise ALL unpaid invoices for ALL customers but then filter this so that at month end I can export / print a report for ONLY the invoices I need to pay for the current period. Currently I can see ALL Unpaid invoices ...
Guest over 3 years ago in IRIS KashFlow / Reports 0 New

OSS/IOSS Reporting

We are KashFlow user from the Northern Ireland, and as of July 2021 EU extended One Stop Shop which was related to Digital services to the sales of goods. As a result we have to charge our European customers ( consumers) VAT rate that is applicabl...
Guest over 3 years ago in IRIS KashFlow / Reports 0 New

Email errors show in system logs

I've had issues with non-delivery of emails due to a defective recipient address, however the Kashflow logs do not catch this & I believed they had been received OK. It would be useful if errors were reflected back to the originating account.
Steve Bower almost 2 years ago in IRIS KashFlow / Reports 0 New