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My Ideas: Reports

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creating aged debtors by due date

it would be helpful to have a report that showed debtors aged by due date,so that credit control can easily spot overdue customers
Guest over 4 years ago in IRIS KashFlow / Reports 0 New

Is there any way that the Purchase Order Number can be added to a sales report dowload?

I am running sales reports off to send out to staff but the purchase order number is not coming through on the reports which it did do in the past.Can this be amended so that the purchase order number comes through on this specific report (income ...
Guest about 2 years ago in IRIS KashFlow / Reports 0 New

invoice income report

I think it would be useful to be able to run a report showing the months of the year and what money is due to be paid in each month so we can do cashflow forcasting. I have some clinets on 30days, some on 60 days payment terms. And with lots of in...
Peter Oram over 4 years ago in IRIS KashFlow / Reports 0 New

Consolidated Financials

I would like to propose the idea of a function that can link 2 kashflow accounts ( same business & management ) to club & create a consolidated financials to a 3rd User which will make the consolidation process easier.
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

cash flow statement

A Cash Flow Statement is a basic accounting report , but is not yet available in KashFlow. It would be very helpful if it is available as a part of Reports
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

It would be helpful if the Overdue Invoices report could also be downloaded into csv

It would be helpful if the Overdue Invoices report could also be downloaded into csv
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

It would be helpful if the Activity Report could also include Location and Invoice Status

It would be helpful if the Activity Report could also include Location and Invoice Status
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

Purchase Order Reporting

Please could a Purchase Order report be created on Kashflow? It would help if we could run monthly reports whereby they can be emailed and printed off for discussion.
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

Aged Debtors/Creditors - Control of dates of report (so can just show aged or new

I am trying to find a way to choose a date range of outstanding invoices without having all the new invoices listed. It seems that if I put the end date earlier it then shows invoices that were paid after that date as outstanding?
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

To have the option to customise the information downloaded on CSV file

An option to customise the downloaded CSV file as what comes over is not what we need and its so time consuming deleting and adding information so the report is what our Directors are looking for.
Guest almost 5 years ago in IRIS KashFlow / Reports 0 New