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2 Vote

Notes/comments in activity reports

It would be great if activity reports would show notes/comments for purchases, as they currently do for bank transfers. Presently, adding comments or descriptions is only possible after importing the csv file.

Created 24 Aug 09:18am by Amy

IRIS KashFlow / Reports

0 Acknowledged
6 Vote

Report showing customer sales by Country

WE supply goods to the UK, Europe and the Rest of the World. Having a report that shows the % of sales by country would help immensely with marketing etc..

Created 22 Aug 04:49pm by Guest

IRIS KashFlow / Reports

3 Acknowledged
2 Vote

Purchase Order Report

I would like to have a purchase order report the exact same as we have for sales orders. This would enable me to cross reference my sales orders against the purchase orders

Created 15 Aug 09:22am by Guest

IRIS KashFlow / Reports

0 Acknowledged
3 Vote

Monitoring payment times for all customers in single report.

It would allow succinct means of identifying 'Average time to pay' for all customers. Sales people would be able to have this to hand when discussing new business and also provides improved management information.

Created 3 Aug 11:25am by Guest

IRIS KashFlow / Reports

2 Acknowledged
1 Vote

Picking lists and packing/delivery manifests

It would be great if the report section could generate picking lists - a simple list of the products ordered in a given period, with the quantities of each. A packing/delivery manifest to accompany it would list the orders in a concise format. The...

Created 24 Jul 12:59pm by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Unassigned Departments Report

To retrieve information which shows me a list of all items not assigned to a department

Created 18 Jul 07:33am by Guest

IRIS KashFlow / Reports

0 Acknowledged
3 Vote

Profit and loss and balance sheet reports to show last years figures also

No description provided

Created 17 Jul 12:43pm by Emma Ransom

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Date range to be the same from Profit and loss report to the nominal code breakdown

When entering the date range for the profit and loss or balance sheet report and then looking at the different nominal codes ie: sales, the date range changes. It would be of great help if it could copy the date range across.

Created 17 Jul 12:42pm by Emma Ransom

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Please include the audit trail transaction number in reports

Can you please include the audit txn number in reports, e.g. nominal activities etc? Preferably on LHS in its own column. I want to use the txn number to use as a reference to paper documentation for entries: much faster than giving each purchase ...

Created 11 Jul 11:46am by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

A Report For Most Popular Customers

Hi, I believe it would be a good idea to have a report that shows your most popular customers so that businesses can see who to approach and who is buying more products off them etc. Thanks

Created 6 Jul 01:13pm by Guest

IRIS KashFlow / Reports

0 Acknowledged