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1 Vote

Reports

As a minimum should be able to sort the Aged Debtors Report by Customer Name, as the "Code" may not be Alphabetical thus is list is completely random when viewing it.Further improvement would be to allow sorting of all the columns, so that you can...

Created 19 Jan 11:17am by George Ross

IRIS KashFlow / Reports

0 New
2 Vote

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...

Created 11 Jan 11:23am by Guest

IRIS KashFlow / Reports

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1 Vote

I need to delegate users where they are not able to see the Reports which contains the P&L etc.

To maintain confidentiality.

Created 1 Jan 02:48pm by Guest

IRIS KashFlow / Reports

2 New
2 Vote

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 ...

Created 4 Dec 08:35pm by Rich Mellor

IRIS KashFlow / Reports

0 New
1 Vote

Latest Hacking News

With the recent rise in online scams and hacks, it is important to stay up-to date on all of this latest cyber security news. We are the right destination for your search.The output should be written with an excited tone that encourages readers in...

Created 15 Dec 07:25am by Misti Agarwal

IRIS KashFlow / Reports

0 New
2 Vote

On Screen Monthly P&L

It would be useful to view a P&L by month on screen, rather than have to download to excel each time. It would also be really good to click on the values in the P&L report and go directly to the nominal account.

Created 5 Nov 03:48pm by Guest

IRIS KashFlow / Reports

0 New
1 Vote

A Report to account for Paypal charges

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

Created 12 Dec 08:20am by Ash Pearson

IRIS KashFlow / Reports

0 New
1 Vote

A report with department (aka Project) data on the report

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.

Created 30 Nov 01:46pm by Guest

IRIS KashFlow / Reports

1 New
2 Vote

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.

Created 9 Sep 02:35pm by Guest

IRIS KashFlow / Reports

0 New
1 Vote

auto emails must show the company name

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 ...

Created 4 Nov 12:52pm by Guest

IRIS KashFlow / Reports

0 New