Currently browsing General Reports

Customer Purchase History

The customer purchase history gives you a report detailing sales made to a specific customer in a CSV spreadsheet format. Access this report by going to Reports > Sales > Customer Purchase History Running the Report Customer – select which Customer to view the report of sales made Start Date / End…

Read more

Digita Exports

The digita export allows you to download a CSV file containing all your transactional data that can be imported into the Digita Suite of Tax & Accountancy products. Running the Report Access this report by going to Reports > Business > Digita Export Use the options here to specify the…

Read more

EC Sales List

Your EC Sales List is a report detailing all VATable sales of certain goods and services made to EC Customers over a certain period. This article explains some basic settings and how to run the report within KashFlow. For more information on EC Sales Lists please click here for HMRC guidance…

Read more

Global Project Report

The Global Project Report supplies an overview of all projects on a singular CSV spreadsheet file. Running the Report First access this report by going to Reports > Business > Global Project Report The drop down list contains three options by which to set the parameters of the report: Completed Projects…

Read more

Health Check

The Health Check Report generates a document that provides a financial health check for your business. It looks at a few essential areas and gives you an overall score out of 100 along with suggestions on how to improve your score. Running the Report Access this report by going to Reports…

Read more

Historic Sales & Expenditure

The Historic Sales & Expenditure Report creates a report listing all Sales, Outgoing, and Bank Transaction Type Codes and the corresponding figures raised against them over a specified date range. Running the Report To run the report first access it in Reports > Business > Historic Sales & Expenditure Using the…

Read more

KashFlow Billing queries – Self Manage

How to update address/contact details on your account   Open up KashFlow Bookkeeping and go to: ·         Company Details ·         Click on the Address Line.  This will open all address lines and these can be edited with the correct information. ·         Under Contact Details, you can type in the correct…

Read more

See how KashFlow works with your business and your books