Reports

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Subtotals on the Debtors and Creditors reports

Following a recent update to the debtors and creditors reports I find that for the detailed reports - the subtotals for of each account and each time period no longer appear...this was a useful feature for us and we are looking to see it re-instat...

Guest almost 8 years ago in IRIS KashFlow / Reports 1 Released

2 VOTE

Send a copy of reports as they appear on the Kashflow screen rather than as a CSV

When asked to send a copy of a report from Kashflow, the CSV option is very unappealing and requires changes to make it user friendly. Why can we not save a copy of the report in a pdf format and attach this to an email to send? This looks far mor...

Guest over 8 years ago in IRIS KashFlow / Reports 1 Released

1 VOTE

Order of entries in Box 1/6 and Box 4/7 on Detailed VAT Reports since Brexit Update no longer correspond

The .csv download of the detailed VAT report was a very useful tool for checking the VAT figures before submission. However, since the Brexit update this has become useless as the running order of the entries on Box 1 does not correspond to that o...

Paul Stewart about 4 years ago in IRIS KashFlow / Reports 1 Released

1 VOTE

Fix the VAT box 6 alignments back to same sequential order as Box 1

Fix the VAT box 6 alignments back to same sequential order as Box 1. Since 18th February, your box 6 transactions are not in the same sequential sequence as box 1. Yes, the are in date order but if there are multiple transactions with the same dat...

G B about 4 years ago in IRIS KashFlow / Reports 1 Released

1 VOTE

Aged debtors report does not agree to trial balance

The aged debtors list is not picking up payments on account until the invoice date matches the aged debtors report date e.g payment made 28.3, inv date 1.4. the aged debtors report dated 31.3 will not show the payment, but the trial balance does.

Guest almost 8 years ago in IRIS KashFlow / Reports 0 Released

1 VOTE

Report for Un-reconciled transactions

Report for Un-reconciled transactions so you can find out what has happened to them. Also to verify figures.

Guest over 8 years ago in IRIS KashFlow / Reports 1 Released

1 VOTE

Sales reports

I a man looking for a daily sales report so that I can keep a track of sales. At the moment the only sales report that is available is one after the order has been invoiced. Can we have a sales report for non invoiced daily sales orders please

Guest over 8 years ago in IRIS KashFlow / Reports 5 Released

1 VOTE

A report of all of the Chart of Accounts Codes that shows their Code, Type, Area and the SA103 clasification.

The SA103 classification for an item on the CoA is only available from the details page for the item. There is no way to review your setting regarding SA classification, except to go into each item one-by-one which is very time consuming. A report...

Guest over 8 years ago in IRIS KashFlow / Reports 1 Released

1 VOTE

BEING ABLE TO PRINT OFF QUOTES AND TO BE ABLE TO PRINT A L IST OF QUOTES

Guest over 8 years ago in IRIS KashFlow / Reports 1 Released

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