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My Ideas: Reports

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Quote List Print and Export facility

Each month I need to analyse how many quotes we have converted into sales. Unfortunately the Quote List cannot allow print or export currently.
Guest over 3 years ago in IRIS KashFlow / Reports 0 New

Comparison P&L Report

a P&L report that compares current year with previous years
Guest almost 4 years ago in IRIS KashFlow / Reports 0 New

Add Project to Expenditure by Purchase Code Reort

There is no way to identify when or how much a Purchase Code is used across multiple projects or how many and to what extent different Suppliers are involved. Adding new report where the details of ' Expenditure by Purchase Code' include a Project...
Guest almost 4 years ago in IRIS KashFlow / Reports 0 New

Report transaction efficiency

Enable Reports that once a transaction modified to return direct to report, as at present have to start all over again and start report from scratch
Guest almost 4 years ago in IRIS KashFlow / Reports 0 New

VAT report/download improvement

In the detailed VAT report, KashFlow lists transactions included in each box of the VAT return, from box 1 to 9. Box 1 detail is the output tax detail for sales and Box 6 detail is the net value details for sales. But the order of the detail can b...
Steve Gatter almost 4 years ago in IRIS KashFlow / Reports 0 New

Opening and Closing stock figures

There should be a feature in Kashflow to record opening and closing stock levels, for an accounting period, e.g. a year, a month, or whatever is required. The P & L report is not accurate if account is not taken of increases and decreases in s...
Guest about 4 years ago in IRIS KashFlow / Reports 1 New

The extent of Reporting on KashFlow

Some of the reports are not detailed enough. I can mention one such report. The Nominal Ledger report; this report should be more detailed, it should also contain a break down of the individual account by product code. e.g. Account = 7000-Programm...
Guest about 4 years ago in IRIS KashFlow / Reports 0 New

Overdue Invoice report in excel format

Please can you add the option to download the overdue customer report in excel format - it is not practical to print off numerous copies each and every time I need this report
Audra Ratcliff about 4 years ago in IRIS KashFlow / Reports 0 New

Can paid date be added to the project P&L reports along wiht the existing invoice date

Is it possible to amend the data fields shown on the project P&L. Currently it shows, Date, Reference, Narrative, Debit, Credit. It would be really helpful to have paid date also shown so I don't have to drill into each invoice to see it.
Guest about 4 years ago in IRIS KashFlow / Reports 0 New

Reports to show if Product or Project Code has not been entered

It would be very useful to have a report that showed if on Sales or Purchase ledger you had omitted adding a Product or Project code. Then you could go back in and amend the transactions
Guest about 4 years ago in IRIS KashFlow / Reports 0 New