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2 Vote

Favourite reports per user or per account

Store favourite reports for each user rather than per company so that each user can have their own set of favourite reports.

Created 17 Sep 14:58 by Julie Shepherd

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Income/profit by product summary

At the moment the only options for income by product is a pie chart or a excel sheet showing every transaction for a product. Although this is useful; for a company that has thousands of sales per period, it can be difficult to extract a summary o...

Created 03 Sep 08:01 by Gethin Davies

IRIS KashFlow / Reports

1 Acknowledged
2 Vote

Purchase Order Report showing Job Numbers

I would like to be able to run a report on purchases for this year, with the job numbers on the report

Created 20 Aug 11:29 by Guest

IRIS KashFlow / Projects / Purchases / Reports

0 Acknowledged
2 Vote

Reports For Quotes Facility

We use quotes but do not for operational reasons convert quotes to invoices via Kashflow. It would be helpful if reports could be produced from Quotes showing all quotes that have not yet been invoiced and indeed all quotes in a certain category i...

Created 05 Jul 16:35 by Guest

IRIS KashFlow / Reports

1 Future Consideration
2 Vote

Monthly Sales Reports of multiple sales codes including sub codes

As a brewery, we have to report every drop of beer that we sell and in what package it is sold. So when we brew a beer, a new sales code is created and then 3 sub codes for cask, keg and bottle versions of that beer. When I run a monthly sales rep...

Created 28 Jun 12:29 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Re-instate the Product Code column in the P&L report drill down

When a P&L report produces "Unassigned" items and you click through to the report, you get a list of all items, not just the unassigned ones. You used to get a column in the report showing the product code as well which then makes it easy to i...

Created 06 Jun 15:58 by William Garton-Jones

IRIS KashFlow / Reports

1 Acknowledged
2 Vote

Profit & Loss reports - select a DEFAULT reporting period

Whenever I run a P&L report - the default offering is "this year". I always have to change it to "this accounting period". I would guess that "accounting periods" are more commonly used than calendar years. - of course, you may have some bette...

Created 16 May 07:59 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Global Report Download

The download to CSV need to include the two dates fields - Project Dates are a important factor of projects.

Created 10 May 10:52 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

LIST OF QUOTES ISSUED TO BE DOWNLOADABLE INTO EXCEL

It would be useful to be able to download the list of quotes issued into n excel spreadsheet so that staff without excel access are able to follow them up. Preferably to include customer name,address, contact phone/email which are not shown on pre...

Created 03 May 09:33 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Show Invoice / Purchase Notes in the activity report

Currently, the Notes column that appears on the activity report is always blank if you select "All Items" as opposed to "Only Paid Items". When reporting on all items, it would make sense to show either payment notes where they exist or the releva...

Created 23 Mar 12:01 by Guest

IRIS KashFlow / Reports

0 Acknowledged