Reports

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Gross P&L

To run a gross profit and loss inclusive of VAT, if a company is hoping to fall under the VAT threshold, the current P&L is shows net of VAT requiring manual calculations however some sale items are exempt which can get complicated, & if t...

Guest over 2 years ago in IRIS KashFlow / Reports 0 New

8 VOTE

Month by month Profit & Loss report (Separate columns)

We should be able to see how the business is doing on a monthly basis. At the moment, it is only possible to see P&L loss one month at a time or several months accumulated together. Would be good to see each month next to each other in separat...

Guest over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

2 VOTE

Product code quantity monthly report

It would be very useful to be able to have a report to short quantity sold of each product sold in the month. there is not much point in recording this data in the Product Codes, which is what it is there for. It seams to me a very basic and funda...

Guest over 1 year ago in IRIS KashFlow / Reports 0 New

1 VOTE

Report to see all details of each transaction

I have found a report which shows all transactions for each Sales Code which includes: date, invoice no., customer details, cust ref, product code, qty, rate, total and description. I haven't found a report to get the same information for purchase...

Guest 11 months ago in IRIS KashFlow / Reports 0 New

1 VOTE

Ability to generate report of actual income and expenditure on each project with net figures.

A the moment we are only able to generate such report with VAT inclusive value which doesn't help when checking P&L for each project.

Guest 11 months ago in IRIS KashFlow / Reports 0 New

1 VOTE

Create report for non project items pelase

I use the Global Project Report to track project sales and costs Could really do with a report which shows items NOT allocated to a project, so a profit and loss for non project items and potentially a line on the global project report for items w...

Guest 11 months ago in IRIS KashFlow / Reports 0 New

2 VOTE

Due dates on aged creditor report

It would be really helpful to see the due date of invoices on creditor reports . Not all invoices are due after 30 days and there is no way of knowing this from the report. You have to individually go into each invoice/supplier if you are not sure...

Guest almost 2 years ago in IRIS KashFlow / Reports 0 New

9 VOTE

Financial reports automatically populate with current accounting period

When running the financial reports it would be most helpful if the start date and end date would populate with the current accounting period.

Emma Ransom about 8 years ago in IRIS KashFlow / Reports 1

2 VOTE

Add a possibiliy to list (extract) only the credit notes issued in the certain period of time.

I was asked for all credit notes in 2022 and 2023 during an audit and it took me ages to extract them from KF activity. I was suggested by your customer service to use the list of invoices and filter by value, but in this case I could't chose a pe...

Guest almost 2 years ago in IRIS KashFlow / Reports 0 New

4 VOTE

Add Project to Expenditure by Purchase Code Reort

There is no way to identify when or how much a Purchase Code is used across multiple projects or how many and to what extent different Suppliers are involved. Adding new report where the details of ' Expenditure by Purchase Code' include a Project...

Guest almost 4 years ago in IRIS KashFlow / Reports 0 New

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