Reports

Showing 164

Bespoke reporting

Apart from many useful reports that you can run from Kashflow, it is possible to design and run your own bespoke reports to save time and productivity?

Guest almost 7 years ago in IRIS KashFlow / Reports 2 Acknowledged

4 VOTE

VAT notifications for imminent submission date

There should be an alert or notification on the dashboard showing when the next VAT submission is due or an email alert when the submission date is close. HMRC stopped sending email alerts once they launched Making Tax Digital leaving this to the ...

Sharon Clampin over 5 years ago in IRIS KashFlow / Reports 1 Acknowledged

2 VOTE

Invoice CSV export

Missing functionality from Kashflow. There is no option to download a report based on invoices issued between a set date in CSV format. All other bookkeeping software is able to do this. Report should be downloadable directly from invoicing screen...

Guest almost 3 years ago in IRIS KashFlow / Reports 0 Acknowledged

5 VOTE

profit and loss report to show months in separate columns

It would be great to be able to generate a P&L report and see the last 12 months with each month in a separate column. At the moment we have to export each month separately to excel for comparison.

Guest about 7 years ago in IRIS KashFlow / Reports 1 Acknowledged

4 VOTE

Average time it takes customers to pay invoices report

I would like to see how long our debtors are taking to pay us per individual customer This used to be a feature on the old kashflow - you could look at a customer history of payments and kf gave you the average time it takes the customer to pay

CLAIRE Laidlaw almost 6 years ago in IRIS KashFlow / Reports 4 Acknowledged

4 VOTE

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 over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

4 VOTE

Sales by country / region.. BREXIT

In the run up to Brexit, there have been a number of changes to insurance policy (of course) and you all know this means added cost for business'. If you are involved in sales outside the UK you need to know what percentages go where. I use report...

Mark Woodward over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

4 VOTE

Run a report for an individual sales agent code

The Sales team and Accounts

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

4 VOTE

Extra Report/Search Result - Purchases/Sales Detailed Response

Would it be possible to add a extra report or a way to search purchase/sales history to produce a narrower result response to a single item. Issue : The director wishes to audit a product we purchase - Product A - the only way to perform a sear...

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

3 VOTE

Report that shows pending deliveries with a column that includes the purchase order number .

This would be helpful as when we run the stock overview report we can see that we have a lot of items pending delivery that we know we've had in, they've just mistakenly not been received in as it was a line that we didn't previously need to keep ...

Andrea over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Please enter your email address

KashFlow Ideas

FILTER BY CATEGORY