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Monthly Profit & Loss

The Monthly Profit & Loss Report is a financial statement that summarises the revenues, costs and expenses incurred over a calendar month. Running the Report   To run the Monthly Profit & Loss (P&L), go to Reports > General Reports > Monthly Profit & Loss This report will present your Profit &…

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Nominal Ledger

The Nominal Ledger report generates a complete list of all Transactions against a Nominal Code over a specified date range. Please note that the Nominal Ledger does not include Bank Accounts, instead you should access this information by going to Bank > View/Add > Set the to and from dates Running the…

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Non-EC Sales List

The Non-EC Sales List displays a list of sales made to Customers that you have selected as being based outside the EC. Settings Please note that you will need to be recorded as being VAT Registered with KashFlow to be able to run the EC Sales List report correctly. Enable…

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Profit & Loss

The Profit & Loss Report (commonly known as P&L) is along with your Balance Sheet and Trial Balance one of the most crucial reports when running a business. A Profit & Loss report lists your Turnover less your Cost of Sales to give you your Gross Profit. Expenses are then subtracted…

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Sage Export

KashFlow believes that you own your data, therefore we give you the option to export your data into the standard Sage format which is downloaded as a CSV spreadsheet. Using these files you can import your data into almost any other accountancy software if necessary. This export can also be…

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Self-Assessment

What is Self-Assessment? Your Self-Assessment is a standard tax return form. As a business owner, you’ll need to send a report of your annual earnings to HMRC. Your Self-Assessment tax return should also include the sources of your earnings. It’s called Self-Assessment because it is your responsibility to work out…

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Stock Overview

The Stock Overview Report can be used to give you a valuation of the stock you currently hold. For a guide to setting up Product and Stock Management in KashFlow please click here, similarly for a full list of reporting options please click here. Running the Report Run this report by…

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