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Generating a report of wholesale value of stock

As a company who deals in both a wholesale and retail pricing structure, it would be useful to be able to generate a report to show our wholesale value at varying points throughout the year. This would also be very useful for us to be able to info...
Guest over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Enable un-assigned items to be grouped together to enable easy re-assignment

When producing reports eg., Profit & Loss - un-assigned items are shown within a code, however when you drill down on the un-assigned total - all the items in the original code are listed. Without going into each entry you are unable ascertain...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Preparing for overseas reporting of sales taxes

From 1st July, the Australian Government brought in new rules for GST on goods purchased from overseas. Basically, for any sales TO CONSUMERS under $1,000 AUD, if a business has an annual turnover of at least $75,000 from sales to Australia (presu...
Rich Mellor over 6 years ago in IRIS KashFlow / Reports 0

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 over 6 years ago in IRIS KashFlow / Reports 1 Future Consideration

Reporting - by units

I need to be able to run a report which shows the number of units invoiced under a particular nominal code for a specific date range. I feel this would be useful for all users because it would allow a company such as ours who invoice for hours wor...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Bespoke reporting

Apart from many useful reports that you can run from Kashflow, it is possible to design and run your own bespoke reports to save time and productivity?
Guest over 6 years ago in IRIS KashFlow / Reports 2 Acknowledged

Including number of days on the detailed debtors report

Some factoring companies stipulate that the aged debtors breakdown includes the number of days. If it is too onerous to export to Excel and add a column, a business may choose to move across to another software provider such as Sage or Xero.
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

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 over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Export all invoices as pdf per year & or client

A great way to have an offline backup would be as per title; that is the option to export per year all invoices and or per client.Ideally the year export can make on the fly a zip file where inside is per client id the pdf's.
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Add project field to nominal ledger report

Currently, the nominal ledger report can be filtered by project but there is no way of producing a complete nominal ledger report that also lists all the different projects that these entries have been attributed to. As a social enterprise with lo...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged