Reports

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Option to include bank transactions on nominal export.

I need a full export of all transactions. My accountant asks for this each year, and its time consuming exporting the nominal report, then exporting each of the bank accounts transactions for the same date range to paste into the nominal export. A...

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

1 VOTE

Rate of Sale Report

A report which will allow everyone to see a rate of sale for each product to enable us to order stock more effectively. The report would need to see what stock has sold in the last year and make an estimate of what stock would be needed for the ne...

Liz Green almost 3 years ago in IRIS KashFlow / Reports 0 New

1 VOTE

Produce P&L reports without client names.

A P&L report has many uses e.g. send to prospective buyers, proof of income for lending etc. I would like to have a report that does not include our client names. On many occassions I would like this to be kept confidential.

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

1 VOTE

please could we have a multiple month profit and loss/balance sheet

a multiple month profit and loss would be so useful and save us so much time. clients want to be able to compare month on month, this is vital for monitoring costs/sales etc. this would save so much time, as it stand we have to populate our own sp...

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

1 VOTE

Reports

As a minimum should be able to sort the Aged Debtors Report by Customer Name, as the "Code" may not be Alphabetical thus is list is completely random when viewing it. Further improvement would be to allow sorting of all the columns, so that you ca...

George Ross about 3 years ago in IRIS KashFlow / Reports 0 New

1 VOTE

I need to delegate users where they are not able to see the Reports which contains the P&L etc.

To maintain confidentiality.

Guest over 3 years ago in IRIS KashFlow / Reports 1 New

1 VOTE

A Report to account for Paypal charges

Paypal transactions can be imported fine, with the fees. But we can't find out how much they all add up to with a Report. They get assigned a bank code so it should be quite straightforward, all the best Ash

Ash Pearson over 3 years ago in IRIS KashFlow / Reports 0 New

1 VOTE

auto emails must show the company name

I have 20 clients on kashflow and occasionaly I get an auto email that alerts me to something and it tells me to log in to kashflow.......but it does NOT tell me which company to log in to. Then I have to seach every company to try and find out wh...

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

1 VOTE

Report transaction efficiency

Enable Reports that once a transaction modified to return direct to report, as at present have to start all over again and start report from scratch

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

1 VOTE

VAT report/download improvement

In the detailed VAT report, KashFlow lists transactions included in each box of the VAT return, from box 1 to 9. Box 1 detail is the output tax detail for sales and Box 6 detail is the net value details for sales. But the order of the detail can b...

Steve Gatter almost 4 years ago in IRIS KashFlow / Reports 0 New

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