Submit Idea
SUBMIT IDEA

My Ideas: Reports

Showing 296 of 3324

Purchase Order Report showing Job Numbers

I would like to be able to run a report on purchases for this year, with the job numbers on the report
Guest almost 7 years ago in IRIS KashFlow / Projects / Purchases / Reports 0 Acknowledged

Reports For Quotes Facility

We use quotes but do not for operational reasons convert quotes to invoices via Kashflow. It would be helpful if reports could be produced from Quotes showing all quotes that have not yet been invoiced and indeed all quotes in a certain category i...
Guest almost 7 years ago in IRIS KashFlow / Reports 1 Future Consideration

Monthly Sales Reports of multiple sales codes including sub codes

As a brewery, we have to report every drop of beer that we sell and in what package it is sold. So when we brew a beer, a new sales code is created and then 3 sub codes for cask, keg and bottle versions of that beer. When I run a monthly sales rep...
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Re-instate the Product Code column in the P&L report drill down

When a P&L report produces "Unassigned" items and you click through to the report, you get a list of all items, not just the unassigned ones. You used to get a column in the report showing the product code as well which then makes it easy to i...
William Garton-Jones about 7 years ago in IRIS KashFlow / Reports 1 Acknowledged

Profit & Loss reports - select a DEFAULT reporting period

Whenever I run a P&L report - the default offering is "this year". I always have to change it to "this accounting period". I would guess that "accounting periods" are more commonly used than calendar years. - of course, you may have some bette...
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Global Report Download

The download to CSV need to include the two dates fields - Project Dates are a important factor of projects.
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

LIST OF QUOTES ISSUED TO BE DOWNLOADABLE INTO EXCEL

It would be useful to be able to download the list of quotes issued into n excel spreadsheet so that staff without excel access are able to follow them up. Preferably to include customer name,address, contact phone/email which are not shown on pre...
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Show Invoice / Purchase Notes in the activity report

Currently, the Notes column that appears on the activity report is always blank if you select "All Items" as opposed to "Only Paid Items". When reporting on all items, it would make sense to show either payment notes where they exist or the releva...
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Monthly P/L showing all months to date

Your support team member Chris Wilkes suggested I put this forward: P/L account - year broken down by months including %. Most other programs I have used allow this and I find it very useful for easy comparison and forecasting.
Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Unpaid and Part Paid Invoices Report as downloadable data file

I issue single invoices paid over a long period in a schedule of installments. The due date is sometimes a year or more into the future. As payments are against a single invoice, there is no flag to let me know an installment is overdue. Issuing s...
Katrina Boydon over 7 years ago in IRIS KashFlow / Reports 1 Planned