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My Ideas: Reports

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0% & N/A report

Following the release last night, I notice the following report is now available; ‘0% and N/A Sales Tax Transactions’ – the wording of this report is miss-leading, it should just say ‘0% and N/A Tax Transactions’ as it show sales and purchases, no...
Heulwen Thomas over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Sales by country / region.. BREXIT

In the run up to Brexit, there have been a number of changes to insurance policy (of course) and you all know this means added cost for business'. If you are involved in sales outside the UK you need to know what percentages go where. I use report...
Mark Woodward over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Run a report for an individual sales agent code

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

Re-format statements

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...
Guest over 3 years ago in IRIS KashFlow / Reports 0 New

Add CSV Report for Sales by Sales Code / Product

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...
Rich Mellor over 3 years ago in IRIS KashFlow / Reports 0 New

Allow manager accounts to see 12 month sales growth chart on dashboard

Only standard accounts can access the 12-month sales growth chart on their dashboards and manager accounts cannot. I would be beneficial for manager accounts to also have this so we can see the currently monthly sales growth to check for errors etc.
Guest almost 2 years ago in IRIS KashFlow / Reports 0 New

Download invoices by paid date

When doing a VAT return it would be very easy if i could select 2 dates and have it download all invoices (as pdfs or one spreadsheet format) that have been marked as paid within those dates.
Guest almost 2 years ago in IRIS KashFlow / Reports 0 New

Allow reports for individual bank accounts

I have three bank accounts and would like to be able to produce reports for each account as each account is for a seperate business but are still related.
Guest almost 2 years ago in IRIS KashFlow / Reports 0 New

Extra Report/Search Result - Purchases/Sales Detailed Response

Would it be possible to add a extra report or a way to search purchase/sales history to produce a narrower result response to a single item. Issue : The director wishes to audit a product we purchase - Product A - the only way to perform a sear...
Ben over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Display Billing Country of Invoice

I want to generate a report for a time periof (eg JAn 2023) for all sales code. The report should show me info like the income by sales code report but the figures should be WITHOUT vat, as vat is not part of a sale, it is a tax.
Guest almost 2 years ago in IRIS KashFlow / Reports 0 New