Reports

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Show Invoice / Purchase Notes in the activity report

Currently, the Notes column that appears on the activity report is always blank if you select "All Items" as opposed to "Only Paid Items". When reporting on all items, it would make sense to show either payment notes where they exist or the releva...

Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Monthly P/L showing all months to date

Your support team member Chris Wilkes suggested I put this forward: P/L account - year broken down by months including %. Most other programs I have used allow this and I find it very useful for easy comparison and forecasting.

Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Unpaid and Part Paid Invoices Report as downloadable data file

I issue single invoices paid over a long period in a schedule of installments. The due date is sometimes a year or more into the future. As payments are against a single invoice, there is no flag to let me know an installment is overdue. Issuing s...

Katrina Boydon almost 7 years ago in IRIS KashFlow / Reports 1 Planned

2 VOTE

Aged Creditors and Activity Reports at Project Level

We are a property developer with multiple development sites and we create a new Project within Kashflow for each development site. We always add a Project to each purchase invoice, however we then find it very difficult to extract information by p...

Michelle Bennett about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

A trail balance that prints opening balances only

I would like to be able to print a trail balance at the start of the year that shows only the opening balances. At the moment I have been advised that if there are transactions on the first day of trade that these will also be included in this rep...

Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Consider bank transfer on the Unreconciled Bank Transaction Report

If the bank transfer has been reconciled then do not include on the report, if it hasn't been reconciled then include on the report.

Natasha Chryssafi over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Report transaction efficiency

Enable Reports that once a transaction modified to return direct to report, as at present have to start all over again and start report from scratch

Guest over 3 years ago in IRIS KashFlow / Reports 0 New

1 VOTE

VAT report/download improvement

In the detailed VAT report, KashFlow lists transactions included in each box of the VAT return, from box 1 to 9. Box 1 detail is the output tax detail for sales and Box 6 detail is the net value details for sales. But the order of the detail can b...

Steve Gatter over 3 years ago in IRIS KashFlow / Reports 0 New

2 VOTE

Notes/comments in activity reports

It would be great if activity reports would show notes/comments for purchases, as they currently do for bank transfers. Presently, adding comments or descriptions is only possible after importing the csv file.

Amy over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Purchase Order Report

I would like to have a purchase order report the exact same as we have for sales orders. This would enable me to cross reference my sales orders against the purchase orders

Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

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