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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 09:28 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 12:41 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 08:28 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 16:07 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 06 Mar 11:12 by Gareth Cook

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Ability to report on quantity purchased

Currently there is no way of reporting on quantity purchased. Need a report to display (for a selected supplier) invoices line by line detailing quantity, amount per unit and cost.

Created 10 Feb 08:38 by Jason Everitt

IRIS KashFlow / Reports

1 Acknowledged
2 Vote

Predefined B/S and P&L reports

it would be useful it we could set the accounting year end date and have the annual and quarterly B/S and P&L reports available with a simple click without needing to enter the dates.

Created 19 Jan 16:06 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Not allowing the trial balance to go out of balance!!!

We had a purchase invoice which turned out to be a private transaction so it got coded to the director DCA (set as a bank account). The posting seemed fine no error message but then we realised that the transaction didn't appear in the DCA and the...

Created 10 Jan 09:32 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Allowing the sales invoice overview list to be view as a net value i.e without the VAT included

This would help for sales forecasting purposes .

Created 10 Jan 09:31 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

ability to run a sales activity report of sales invoices ONLY i.e. not showing income from bank transactions

able to run a sales activity report of sales invoices ONLY i.e. not showing income from bank transactions

Created 10 Jan 09:30 by Guest

IRIS KashFlow / Reports

0 Acknowledged