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1 Vote

Report showing transaction for customers and specfic products by sales volume/value of order.

This would be helpful for targeting regular customers with offers for specific products who order in larger quantities

Created 7 Jan 03:51pm by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Remove report option for basic level user

We have set up a new user at basic level but need to remove reports option. This allows for staff member to see reports which shows salaries, profit & loss and expenditure etc. Can this be done?

Created 14 Dec 01:52pm by Julie Aitken

IRIS KashFlow / Reports

0 Acknowledged
4 Vote

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...

Created 13 Dec 12:09pm by Mark Woodward

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

TOMS VAT

Require TOMS VAT input for digital VAT returns at present use a spreadsheet - can this be added?

Created 29 Nov 01:31pm by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Phased balance sheet like p&l phased

No description provided

Created 23 Nov 11:05pm by Guest

IRIS KashFlow / Reports

1 Acknowledged
2 Vote

Quote Reporting - to mirror "Unpaid Invoice" Report

The unpaid invoice report is very useful for credit control as it displays all notes made against the invoice in date order. The same information for quotes would be very useful in following up. To be able to see when the notes for all quotes se...

Created 22 Nov 12:11pm by Guest

IRIS KashFlow / Reports

0 Acknowledged
8 Vote

Month by month Profit & Loss report (Separate columns)

We should be able to see how the business is doing on a monthly basis. At the moment, it is only possible to see P&L loss one month at a time or several months accumulated together. Would be good to see each month next to each other in separat...

Created 20 Nov 12:25pm by Guest

IRIS KashFlow / Reports

1 Acknowledged
1 Vote

Use month only drop downs in reports rather than calanders when the report only gives whole month responses

maybe Kashflow should use drop down lists with only months on it rather than a calander to prevent confusion when creating certain reports (or am I barking up the wrong lamppost)

Created 17 Nov 10:07am by Rob Smith

IRIS KashFlow / Reports

0 Acknowledged
4 Vote

Run a report for an individual sales agent code

The Sales team and Accounts

Created 12 Nov 09:57am by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Locating nominal codes in quantites

Have been in to the nominal reports and wanted to print off a run of nominal activities. I wanted nominal 5000 - 5005. Having to tick select these by ticking them off is time wasting as they are not in nominal numerical order but are in fact alpha...

Created 24 Oct 02:35pm by Guest

IRIS KashFlow / Reports

0 Acknowledged