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My Ideas: Reports

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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 almost 6 years ago in IRIS KashFlow / Reports 2 Acknowledged

0% and N/A VAT Transaction Report should use payment date as filter if Cash Accounting used

The 0% and N/A VAT Transaction Report is very useful as a check that the correct VAT code is specified - this may be more important with MTD. However, the report is filtered based on the receipt/invoice date. However, for users using VAT **cash ac...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Running balance on Activity report

It would be great and vital for Auditing purposes if we can have a "running balance" option in the activity report creation screen. Auditors usually need opening and closing balance to reconcile on their side.
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Profit & Loss

When i create a project, it consists of one sales invoice and 30+ purchase invoices. So when i run a report for profit and loss for that project, it will show me the Turnover, Less Costs of Sales and any expenses. which is correct. However in my L...
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

when running an activity report it would be handy to see the payment methods ie bacs/debit card/cheque?

No description provided
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

VAT Return Download

The VAT "View" function now means you have to view/download the Summary and Detail separately. Can you please change or add a new function so you can download both together!
Steve McGregor about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

No way of checking unsubmitted VAT periods on new VAT report

Unfortunately with the new update of the VAT report, it appears you are now unable to create a report for reference on periods you have not previously submitted to HMRC via KashFlow. Having used KF since 2017-18, but not submitting the VAT reports...
Guest about 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

0% & N/A report

Following the release last night, I notice the following report is now available; ‘0% and N/A Sales Tax Transactions’ – the wording of this report is miss-leading, it should just say ‘0% and N/A Tax Transactions’ as it show sales and purchases, no...
Heulwen Thomas about 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

nominal code allocation for certain keywords

When payments come in from an outside source such as Shopify, currently the code is set at 9998 (other) which causes me problems as I then have to recode everything. Could you possibly have certain descriptive keywords which auto-allocate the item...
CEO about 6 years ago in IRIS KashFlow / Reports 2 Acknowledged

Add Project to Activity Report

It would be useful to see in the activity report which project an item was assigned to.
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged