Run client reports

To run reports on a client:

1. Go to Clients and select the client form the list.

2. Select Reports.

3. Select Individual or Management for the report type.

Individual report types available directly from IRIS KashFlow Connect:

• Aged Creditors

• Aged Debtors

• Balance Sheet

• Nominal Ledger

• Profit & Loss

• Sage Export

• Digita Exports

• Trial Balance

Management report types available directly from IRIS KashFlow Connect:

• Aged Creditors

• Aged Debtors

• Balance Sheet

• Profit & Loss

• Trial Balance

Further reports are available if you sign in to the client IRIS KashFlow account, such as product-based reports, Audit Trail, and CIS reporting.

4. Select the Start Date and End Date to apply the range to the selected report.

5. If you have selected Management report type you can also select to Exclude Zero Balance Nominals or Exclude Year-End journals or both.

6. Select Publish to OpenSpace if you have linked an IRIS OpenSpace account and want to share with the client directly.

7. Alternatively, select Export. The report will be previewed to screen in a new browser tab, from here you can download to save or print as required.