Reporting Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/projects/reporting-projects/ Accounting & Payroll | Free Trial - No Card Required‎ Thu, 24 Oct 2019 12:05:36 +0000 en-GB hourly 1 https://wordpress.org/?v=6.4.3 https://www.kashflow.com/wp-content/uploads/2019/11/kashflow-icon-2.png Reporting Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/projects/reporting-projects/ 32 32 Project Report – Monthly Profit & Loss https://www.kashflow.com/support/kb/project-report-monthly-profit-loss/ Sun, 07 Apr 2013 12:57:37 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61843 The project monthly profit and loss report is a financial statement that summarizes the revenues, costs and expenses incurred over a calendar month, filtered by project. Running the Report To run the Project Monthly Profit & Loss (P&L), go to Projects > Select the Project > Monthly Profit & Loss report on the right. This report will present […]

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Project Report – Income By Product https://www.kashflow.com/support/kb/project-report-income-by-product/ Sun, 07 Apr 2013 12:52:43 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61842 The Income by Product report allows you to see all transactions associated to a specific product, and you can also filter it to show what is associated to a specific project. Access this report by going to Projects > Selecting the Project > Income by Product report. Running the Report Using the options on this page, select; […]

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Project Report – Income by Sales Code https://www.kashflow.com/support/kb/project-report-income-by-sales-type/ Sun, 07 Apr 2013 12:49:29 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61810 The Income by Sales Code report allows you to see all transactions associated to a specific sales code, and associated to a specific project. Access this report by going to Projects > Selecting the Project > Income by Sales Code report. Running the Report Using the options on this page, select; Start Date/End Date – Set […]

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Project Report – Profit & Loss https://www.kashflow.com/support/kb/project-report-profit-loss/ Fri, 05 Apr 2013 02:03:01 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61809 A Profit & Loss Report lists your turnover less your Cost of Sales to give you your Gross Profit. Expenses are then subtracted from your Gross Profit to give you your net profit. Running the Report Access your Profit & Loss report by going to Projects > Click on the Project > Profit & Loss Using […]

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Project Report – Nominal Ledger https://www.kashflow.com/support/kb/project-report-nominal-ledger/ Fri, 05 Apr 2013 01:59:18 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61808 The Nominal Ledger report generates a complete list of all transactions against a Nominal Code over a set date range; this report can be filtered by Project to list only the transactions attached to that. Running the Report Access this report by going to Projects > Click on the Project > Nominal Ledger (Under Project Reports) […]

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Global Project Report https://www.kashflow.com/support/kb/global-project-report-2/ Sat, 16 Mar 2013 19:49:11 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61359 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 – these are projects that you have […]

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