My Ideas: Reports

Would it be possible to include monthly sub totals on customer statements? Most companies offer 30 day net accounts, I therefore expect December invoices to be paid at the end of January. In Kashflow all we have on a statement is a running total s...

To maintain confidentiality.

Paypal transactions can be imported fine, with the fees. But we can't find out how much they all add up to with a Report. They get assigned a bank code so it should be quite straightforward, all the best Ash

At the moment, although you can produce a pie chart report of sales by sale code, there is no facility to export a CSV giving the details of sales by sale code and/or product. The existing CSV breaks down into individual sales for each item, which...

Totally confused why we can enter department/project data at a transaction level yet cannot run a report on that information. The simple addition of the column for department/project on the Audit Trail would be the answer.

I have 20 clients on kashflow and occasionaly I get an auto email that alerts me to something and it tells me to log in to kashflow.......but it does NOT tell me which company to log in to. Then I have to seach every company to try and find out wh...

Each month I need to analyse how many quotes we have converted into sales. Unfortunately the Quote List cannot allow print or export currently.

a P&L report that compares current year with previous years

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...

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