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Reports

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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

CIS summary for each individual sub-contractor

At the end of every tax year each sub-contractor wants a summary of all CIS paid in that year. I can only get a report from Kashflow showing EVERY sub-contractor that has worked for us, so this is very time consuming. It would be great if we could...
Guest almost 5 years ago in IRIS KashFlow / Reports 0 New

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

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

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 almost 5 years ago in IRIS KashFlow / Reports 1 New

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 over 2 years ago in IRIS KashFlow / Reports 0 New

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 over 2 years ago in IRIS KashFlow / Reports 0 New

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

Download invoices by paid date

When doing a VAT return it would be very easy if i could select 2 dates and have it download all invoices (as pdfs or one spreadsheet format) that have been marked as paid within those dates.
Guest over 1 year ago in IRIS KashFlow / Reports 0 New

Allow reports for individual bank accounts

I have three bank accounts and would like to be able to produce reports for each account as each account is for a seperate business but are still related.
Guest over 1 year ago in IRIS KashFlow / Reports 0 New