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My Ideas: Reports

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Report for payment type

I think it would be really useful to add a 'payment type' drop down to the activity report, so that you can view all purchases and sales in a specific date range by not only if they have been paid, but how. It would be particularly useful for bus...
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Department column in csv download for Profit & Loss Nominal code

the csv download for Nominal codes, when run the Profit and Loss only shows Debit and Credits etc...it would be very useful for reconciling purposes to have an extra column for the departmental number. It is not effective to create new Nominal cod...
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Report showing how all invoices of selected supplier have been satisfied

To be able to align my payments, credit Notes, Partial credit notes, refunds, etc to match that of my supplier. As I am able to apply a credit not received from my supplier to an invoice to satisfy payment, these don't necessary match up and an am...
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

profit and loss report to show months in separate columns

It would be great to be able to generate a P&L report and see the last 12 months with each month in a separate column. At the moment we have to export each month separately to excel for comparison.
Guest about 7 years ago in IRIS KashFlow / Reports 1 Acknowledged

Report showing source conversion over time

1. Choose time period (e.g. 2017) 2. See number of enquiries by source for that period 3. See number of paying customers by source for that period Fro example, I may have received 50 enquiries from Source A in 2017, of which 5 converted into payin...
Katrina Boydon about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

A report showing average time to pay by Customer as it given in the Invoices, Stats screen.

It is something that is already calculated at Customer level so I'd like a report for all customers showing this.
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Report dates

When running a report and selecting the 'year' as the dates, the dates shown do not agree to the accounting period for the client it simply uses a default 31 December year end date. It would be useful if it linked to the accounting year end date a...
Guest about 7 years ago in IRIS KashFlow / Reports 1 Acknowledged

Expenditure by supplier report - show percentages in csv format

When I download as a csv I don’t get the percentages. I only get the percentage when I hover over the different segments in the pie chart. A third percentage column in csv format would be useful.
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Monthly P/L showing all months to date

Your support team member Chris Wilkes suggested I put this forward: P/L account - year broken down by months including %. Most other programs I have used allow this and I find it very useful for easy comparison and forecasting.
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Filter method of payment for invoices sent

Help to reconcile Payments made to customer credit account by card transaction or cheques. ## In replies all text above this line is added to the ticket ## Your request (#288342) has been updated as shown below. You can reply to us by replying t...
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged