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My Ideas: Reports

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Month by month Profit & Loss report (Separate columns)

We should be able to see how the business is doing on a monthly basis. At the moment, it is only possible to see P&L loss one month at a time or several months accumulated together. Would be good to see each month next to each other in separat...
Guest about 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Use month only drop downs in reports rather than calanders when the report only gives whole month responses

maybe Kashflow should use drop down lists with only months on it rather than a calander to prevent confusion when creating certain reports (or am I barking up the wrong lamppost)
Rob Smith about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Run a report for an individual sales agent code

The Sales team and Accounts
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Locating nominal codes in quantites

Have been in to the nominal reports and wanted to print off a run of nominal activities. I wanted nominal 5000 - 5005. Having to tick select these by ticking them off is time wasting as they are not in nominal numerical order but are in fact alpha...
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Quotes Report

It would be very useful for us if we could produce a report of monthly Won, Negotiation/Review, and Lost. Also in the drop down in which you can can to draft etc. It would be useful to have a tab called superseded as often we need to quote for var...
Guest about 6 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 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

A 12 month total sales on graph

I like the graph available on the dashboard showing the sales for the last 12 months although I do believe that a graph (separate or a individual line on the same graph) showing the 12 month accumulated sales would be useful in being able to quick...
Gethin Davies about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Download a CSV of invoices by department

it would be useful to be able to download a departments list of invoices. Currently you can view the list, but not downlod it. I imagine it could be easy to add the download function here.
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Departmental trial balance or Profit & Loss

Kashflow is set up with departments. However, Kashflow can not produce a departmental profit and loss or trial balance showing the departmentalised values, thus rendering the departmental analysis completely useless. What is the point of having th...
Guest over 6 years ago in IRIS KashFlow / Projects / Reports 0

Option to show full names of suppliers and customers on the downloanded VAT report

It would be useful to show the full names (rather than just the account code) of the customers and suppliers on the downloaded VAT report.
Caroline Pringle over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged