Skip to Main Content
SUBMIT IDEA

Reports

Showing 299 of 3354

Remove sub totals on reports

Most people can sort in excel so dont need this function
Guest almost 8 years ago in IRIS KashFlow / Reports 0 Will not implement

Export Products under Sales Codes

Is it possible to create a report to export the products under sales codes. Ive entered over 100 products under various sales codes and want to be able to back them up and refer to them in a report.
Steve Prosser almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Report on quotes

I would like a report please that can be download into a CSV file which details the invoices raised against each quote, ideally by client account, which also shows quotes with no invoice number thus enabling us to identify which have not been invo...
Guest almost 8 years ago in IRIS KashFlow / Reports 0 Will not implement

Aged debtors and creditors reports to be based on due date not issued date

The report details values under the month issued not the month the monies are due
Guest almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Sales Order Report Export

There is already a sales order report in https://app.kashflow.com/#reports/quotes. Can we get a download CSV button please to be be able to sort and filter etc.
Rodger Random almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Export data to excel

We would find it useful in amending quotations and invoices in ways that Kashflow won't allow.
Guest about 8 years ago in IRIS KashFlow / Reports 0 Will not implement

Picking lists and packing/delivery manifests

It would be great if the report section could generate picking lists - a simple list of the products ordered in a given period, with the quantities of each. A packing/delivery manifest to accompany it would list the orders in a concise format. The...
Guest over 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

In the profit/loss report please show costs as a percentage of turnover as you used to do.

No description provided
Guest over 8 years ago in IRIS KashFlow / Reports 2 Already exists

Please include the audit trail transaction number in reports

Can you please include the audit txn number in reports, e.g. nominal activities etc? Preferably on LHS in its own column. I want to use the txn number to use as a reference to paper documentation for entries: much faster than giving each purchase ...
Guest over 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

A Report For Most Popular Customers

Hi, I believe it would be a good idea to have a report that shows your most popular customers so that businesses can see who to approach and who is buying more products off them etc. Thanks
Guest over 8 years ago in IRIS KashFlow / Reports 0 Acknowledged