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My Ideas: Reports

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Activity report (sales) has changed suddenly- need old version please

Activity Report - Sales - as of 21/2/19 has line by line breakdown by type. This creates a very messy and disjointed report. A sale with several line items and different "types" does not appear in the list together as it is grouped by type. We use...
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Already exists

Profit & Loss

When i create a project, it consists of one sales invoice and 30+ purchase invoices. So when i run a report for profit and loss for that project, it will show me the Turnover, Less Costs of Sales and any expenses. which is correct. However in my L...
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

VAT Return Download

The VAT "View" function now means you have to view/download the Summary and Detail separately. Can you please change or add a new function so you can download both together!
Steve McGregor almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Phased balance sheet like p&l phased

No description provided
Guest about 7 years ago in IRIS KashFlow / Reports 1 Acknowledged

Quote Reporting - to mirror "Unpaid Invoice" Report

The unpaid invoice report is very useful for credit control as it displays all notes made against the invoice in date order. The same information for quotes would be very useful in following up. To be able to see when the notes for all quotes se...
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Ability to view log on details of Kashflow Account - Security Issue

I have been told by support that it is not possible to view log on/transaction/log out details of access to your Kashflow account.I feel this is extremely necessary from a security point of view. As an Admin User I should be able to log in my Kash...
Guest about 7 years ago in IRIS KashFlow / Reports 1 Acknowledged

Company Name to appear on all reports

Company name should appear on all reports, in a busy office where we are all using Kashflow, reports can get mixed up
Gina MacGregor about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Add Project codes to the data csv export for sales and purchase invoices

Presently I have diligently being inputting Sales and Purchase invoices into Kashflow but now wish to transfer that data elsewhere only to find that it is impossible to do so.
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Favourite reports per user or per account

Store favourite reports for each user rather than per company so that each user can have their own set of favourite reports.
Julie Shepherd about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Income/profit by product summary

At the moment the only options for income by product is a pie chart or a excel sheet showing every transaction for a product. Although this is useful; for a company that has thousands of sales per period, it can be difficult to extract a summary o...
Gethin Davies over 7 years ago in IRIS KashFlow / Reports 1 Acknowledged