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I would like to view Project reports with a breakdown of Net, VAT & Gross, also that only the part of a purchase invoice is allocated to the project it belongs to. It would also be useful if all bank transactions were picked up by Project in...
Michelle Pierce over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Reporting using additional purchase extra ref field or custom customer field

Kashflow has the ability to add extra reference fields for purchased or custom customer fields but no reports not even the audit trail details these references, nowhere can i see where you then see these reference fields again, what is the point i...
Louisa over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Can't see 2018 VAT reports

I can see 2017 and 2019 VAT reports but when selecting 2018, the system hangs for 30 seconds and gives the following error: "Oops! Something went wrong. Our dev team has been notified about it. Please refresh your browser session."
Guest over 5 years ago in IRIS KashFlow / Reports 3 Acknowledged

Detailed VAT report to show transaction detail

This would be a benefit for a partial exemption calculation. Also to check that you have not claimed VAT where it should not be claimed.
Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Add bank transactions to 0% and N/A VAT Report

I also use Quickbooks and find that a report listing all Outside of Scope for VAT transactions (N/A for KashFlow) very useful. However, the report generated by KashFlow does not take into account bank transactions. It would be very helpful if this...
Simon Grant almost 6 years ago in IRIS KashFlow / Reports 0 Planned

Don't include archived customers and suppliers in customer and supplier report

When running a report of all customers or all suppliers it would be really useful to be able to select whether to include archived customers and suppliers or not. At the moment you can run a full list or a list of those who have transactions betwe...
Rob Mack almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

to include a sales/purchase day book report

The package needs a simple sales/purchase day book report that gives customer name, date, invoice no, description, net, VAT, Total. It could also include posting reference number and date. The listings you currently have do not give a simple one l...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Reports not loading correctly

Generating the Trial Balance or VAT reports has a fault. The reports load in a strange format. Please review the Reports as they look terrible.
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Activity report (sales) has changed suddenly- need old version please

Activity Report - Sales - as of 21/2/19 has line by line breakdown by type. This creates a very messy and disjointed report. A sale with several line items and different "types" does not appear in the list together as it is grouped by type. We use...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Already exists

please could we have a multiple month profit and loss/balance sheet

a multiple month profit and loss would be so useful and save us so much time. clients want to be able to compare month on month, this is vital for monitoring costs/sales etc. this would save so much time, as it stand we have to populate our own sp...
Guest almost 3 years ago in IRIS KashFlow / Reports 0 New