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1 Vote

nominal code allocation for certain keywords

When payments come in from an outside source such as Shopify, currently the code is set at 9998 (other) which causes me problems as I then have to recode everything. Could you possibly have certain descriptive keywords which auto-allocate the item...

Created 16 Jan 11:26 by CEO

IRIS KashFlow / Reports

2 Acknowledged
1 Vote

Add Project to Activity Report

It would be useful to see in the activity report which project an item was assigned to.

Created 11 Jan 12:03 by Guest

IRIS KashFlow / Reports

0 Acknowledged
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 07 Jan 15:51 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 13:52 by Julie Aitken

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 13:31 by Guest

IRIS KashFlow / Reports

0 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 10:07 by Rob Smith

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 14:35 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Quotes Report

It would be very useful for us if we could produce a report of monthly Won, Negotiation/Review, and Lost. Also in the drop down in which you can can to draft etc. It would be useful to have a tab called superseded as often we need to quote for var...

Created 24 Oct 09:23 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

A 12 month total sales on graph

I like the graph available on the dashboard showing the sales for the last 12 months although I do believe that a graph (separate or a individual line on the same graph) showing the 12 month accumulated sales would be useful in being able to quick...

Created 17 Oct 07:47 by Gethin Davies

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Download a CSV of invoices by department

it would be useful to be able to download a departments list of invoices. Currently you can view the list, but not downlod it. I imagine it could be easy to add the download function here.

Created 12 Oct 13:10 by Guest

IRIS KashFlow / Reports

0 Acknowledged