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My Ideas: Reports

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It would be great if you could add the breakdown of different vat rates for vat returns etc

useful for vat returns for breakdown of different vat rates and should be available when you do vat return. Should also be available when you do a report for purchases of a particular time frame.
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

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 about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Extra Report/Search Result - Purchases/Sales Detailed Response

Would it be possible to add a extra report or a way to search purchase/sales history to produce a narrower result response to a single item. Issue : The director wishes to audit a product we purchase - Product A - the only way to perform a sear...
Ben about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Can we have the ability to download the quote report as a CSV file?

This would be useful as we currently use quotes as a record of orders not yet despatched as there is no step bewteen quote and invoice. It would be extremely helpful to be able to download this info as a CSV
Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Aged Creditors and Activity Reports at Project Level

We are a property developer with multiple development sites and we create a new Project within Kashflow for each development site. We always add a Project to each purchase invoice, however we then find it very difficult to extract information by p...
Michelle Bennett over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

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 over 7 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 over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

A trail balance that prints opening balances only

I would like to be able to print a trail balance at the start of the year that shows only the opening balances. At the moment I have been advised that if there are transactions on the first day of trade that these will also be included in this rep...
Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Consider bank transfer on the Unreconciled Bank Transaction Report

If the bank transfer has been reconciled then do not include on the report, if it hasn't been reconciled then include on the report.
Natasha Chryssafi over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Printing price list

Would be good if we could print off the price list of our products.
Barbara Laczny-Gomez over 7 years ago in IRIS KashFlow / Reports 1 Acknowledged