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My Ideas: Reports

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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...
William Garton-Jones almost 7 years ago in IRIS KashFlow / Reports 1 Acknowledged

You can see the break down of the purchase codes in the Expenditure by Sub Purchase Code however this report is not available for the sales codes.

You should be able to see this for both the Sales and Purchases.
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Description field on Prepayments and Accruals list

add the description line to the list generated by the prepayments and accruals report so we can see what the invoice relates to.
Anonymous almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

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...
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Vat on balance sheet shown as one figure

It appears that unless you run a vat report you cannot show the Vat liability as one figure on the balance sheet unless you journal the input, output and liability nominals into one. It shows input vat in current assets and output vat in current l...
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Global Report Download

The download to CSV need to include the two dates fields - Project Dates are a important factor of projects.
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

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...
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Export/Report All Line Items from All Recurring Invoices

This would help with reporting and forecasting for renewable items and also cross checking with suppliers. Making sure that every supplier invoice is getting billed when sold onto a customer. Helps to avoid any missing recharged expenses.
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Profit & Loss, Reporting by Customer

The projects ability within Kashflow accounting is good and it enables to drill down project-by-project, the profit and loss accounts etc. The same functionality would be great for customers providing the ability to drill down the profit & los...
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

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...
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged