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2 Vote

Consider bank transfer on the Unreconciled Bank Transaction Report

If the bank transfer has been reconciled then do not include on the report, if it hasn't been reconciled then include on the report.

Created 6 Oct 08:47am by Natasha Chryssafi

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Notes/comments in activity reports

It would be great if activity reports would show notes/comments for purchases, as they currently do for bank transfers. Presently, adding comments or descriptions is only possible after importing the csv file.

Created 24 Aug 09:18am by Amy

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Purchase Order Report

I would like to have a purchase order report the exact same as we have for sales orders. This would enable me to cross reference my sales orders against the purchase orders

Created 15 Aug 09:22am by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Unassigned Departments Report

To retrieve information which shows me a list of all items not assigned to a department

Created 18 Jul 07:33am by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Date range to be the same from Profit and loss report to the nominal code breakdown

When entering the date range for the profit and loss or balance sheet report and then looking at the different nominal codes ie: sales, the date range changes. It would be of great help if it could copy the date range across.

Created 17 Jul 12:42pm by Emma Ransom

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Ability to have stock value reports based on cost price rather than sales price

At the end of the year my Acccountant asks for the stocktake to be with cost figures and I have to trawl through all the invoice to work it out - It would save me a lot of time.

Created 30 Jun 09:28am by Tony Grantham

IRIS KashFlow / Reports

2 Acknowledged
2 Vote

Reports to view revenue by Account Manager

In a lot of businesses Account Managers are paid bonuses for how much revenue they bring into the company. There is a field in KashFlow that allows us to add the Account Manager to the client account but this doesn't allow us to run a report that ...

Created 24 May 12:41pm by Guest

IRIS KashFlow / Reports

1 Acknowledged
2 Vote

Automatic credit control report

A report to ascertain who is on or who is not on credit control

Created 27 Mar 08:28am by Rodger Random

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Sales History report

One history report to list all sales codes between dates - very quick to see what has been invoiced. And why does the pull down screen sow all codes in teh system and not just the sales codes

Created 22 Mar 04:07pm by Andrew Mills

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Split Aged Debtor Report by Manager / Sales Rep

It would be useful to be able to assign customers by manager / sales rep, therefore allowing aged debtor reports to be produced for each customer sales rep or customer manager as a separate report to the full aged debtor report

Created 6 Mar 11:12am by Gareth Cook

IRIS KashFlow / Reports

0 Acknowledged