Reports

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Invoice List Report should not be limited to 10

It would be nice to be able to run a report of invoices raised for the month. The existing report is limited to 10 invoices. Sometimes we raise more than 10 invoices in one day, so this report is worse than useless.

Anna Hales about 5 years ago in IRIS KashFlow / Reports 1 New

2 VOTE

Report for actual cashflow vs forecast

Cashflow is vitally important to all businesses, so a simple report tool with your monthly actual cash position vs. what you forecast would be really helpful.

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

2 VOTE

Extend the age debtors list

Please can you look into extending the age debtors list for up to 12 months as this will make it easier than only seeing the past 3 months, as some of our clients have age debtors at 5-9 months old.

Guest over 2 years ago in IRIS KashFlow / Reports 1 New

2 VOTE

VAT columns on nominal ledger

Adding a VAT column to the nominal export would allow you to quickly check if a client has claimed the correct amount of VAT and also if they claimed VAT incorrectly e.g. insurance Similar with the debtors and creditors reports having a VAT outsta...

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

1 VOTE

When running a nominal ledger report, please could you include an option to exclude nominal codes with no transactions, and could you exclude archived nominal codes from the nominal ledger report.

At present, nominal reports include all nominal codes (unless the user goes through the list and selects or de-selects the codes one by one), so the report has several lines (or even pages) of codes with zero opening and closing balances and no tr...

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

1 VOTE

Changing to accounting period (2023/2024)

As HMRC are now forcing all self-employed persons to adopt an accounting year end between 31st March and 5th April, this means that a lot of older businesses need to extend their accounts period for the year ending 2023-2024. We need some more hel...

Rich Mellor over 1 year ago in IRIS KashFlow / Reports 0 New

2 VOTE

Report for all Payments due at month end

I would like to be able to summarise ALL unpaid invoices for ALL customers but then filter this so that at month end I can export / print a report for ONLY the invoices I need to pay for the current period. Currently I can see ALL Unpaid invoices ...

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

2 VOTE

OSS/IOSS Reporting

We are KashFlow user from the Northern Ireland, and as of July 2021 EU extended One Stop Shop which was related to Digital services to the sales of goods. As a result we have to charge our European customers ( consumers) VAT rate that is applicabl...

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

1 VOTE

Allow manager accounts to see 12 month sales growth chart on dashboard

Only standard accounts can access the 12-month sales growth chart on their dashboards and manager accounts cannot. I would be beneficial for manager accounts to also have this so we can see the currently monthly sales growth to check for errors etc.

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

2 VOTE

Re-format statements

Would it be possible to include monthly sub totals on customer statements? Most companies offer 30 day net accounts, I therefore expect December invoices to be paid at the end of January. In Kashflow all we have on a statement is a running total s...

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

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