KashFlow Reporting

Accurate financial reports are fundamental for good accounting practices. They assist with the decision-making process and highlight potential bumps in the road ahead.

If you need a better system for reporting, Flow’s team of expert cloud accountants can help you implement KashFlow accounting software into your workflow. KashFlow provides a range of customisable financial reporting options, helping businesses take action based on up-to-date data.

Here are a couple of the most helpful reports:

Forecast
One of the most useful reports you can create using KashFlow is a cash flow forecast. Ideally, this should be carried out regularly to create budgets and flag any issues that may arise in the future. If you can catch potential problems before they happen, you can put an appropriate solution in place.

To create a cash flow forecast, sign up for the GearShift app via KashFlow and then import your data from KashFlow to GearShift. Once this is complete, you’re ready – use GearShift to create the cash flow forecast.

Control Stock
A stock report helps a business fulfil orders without overspending. To run a stock report, follow these simple steps:

  1. Select ‘General Reports’ from the ‘Tools & Reports’ menu.
  2. Select ‘Stock Overview’.
  3. Tick the relevant boxes to include either stock on order, stock below a certain level or all available stock.
  4. Click ‘Download Report’.

You then have an accurate report of all the stock you have available or on order.

Make better business decisions with Flow
If you need help with KashFlow’s reporting features, Flow’s team of cloud accounting experts are on hand to provide all the guidance you need. From the initial set up stages to advanced customisation, we walk with you at every step. Flow has over sixty years’ worth of experience helping SMEs across the UK with their finances. And we can help you too.