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Reports

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Report showing customer sales by Country

WE supply goods to the UK, Europe and the Rest of the World. Having a report that shows the % of sales by country would help immensely with marketing etc..
Guest over 8 years ago in IRIS KashFlow / Reports 3 Acknowledged

On Screen Monthly P&L

It would be useful to view a P&L by month on screen, rather than have to download to excel each time. It would also be really good to click on the values in the P&L report and go directly to the nominal account.
Guest about 4 years ago in IRIS KashFlow / Reports 0 Planned

Be able to download trial balances by month (i.e. multiple) for management accounts

I would like to be able to download the trial balance but for the number of months i choose. In other words I would like each month next to each other for the period I choose either by 6 months, 12 months or all time to be able to look at the move...
Guest almost 3 years ago in IRIS KashFlow / Reports 1 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 6 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 6 years ago in IRIS KashFlow / Reports 1 New

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 over 7 years ago in IRIS KashFlow / Reports 2 Acknowledged

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 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Add the VAT rate to the UK VAT report as occassionally invoices are included in error.

As VAT MOSS invoices have various rates from 19% to 25%, occassionally the invoice settings are incorrect and the invoice gets included in the UK VAT report in error. Having the VAT rate shown in the report for Box 1 would easily show these errors...
Anonymous over 6 years ago in IRIS KashFlow / Reports 1 Future Consideration

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 almost 8 years ago in IRIS KashFlow / Reports 1 Acknowledged

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 over 1 year ago in IRIS KashFlow / Reports 0 New