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IRIS KashFlow
Ideas

KashFlow Ideas

Your ideas allow us to crowdsource feedback, gain customer insight and prioritise our roadmaps.

Reports

Showing 164

1 VOTE

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

1 VOTE

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

1 VOTE

More flexibility with the PM report eg. date range to be selectable

The global report is too broad, date ranges (at a minimum) would allow us to see profitability year upon year.

Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Historical Stock Listing with valuation at cost.

To check the stock at the year end if it was not taken or was lost before the accounts were prepared

Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

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 about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

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

1 VOTE

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

1 VOTE

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

1 VOTE

Add Project to Activity Report

It would be useful to see in the activity report which project an item was assigned to.

Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Report showing transaction for customers and specfic products by sales volume/value of order.

This would be helpful for targeting regular customers with offers for specific products who order in larger quantities

Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged