Skip to Main Content
SUBMIT IDEA

My Ideas: Reports

Showing 164

Customer 'Average Time to Pay' report

It would be useful to have a report that can list the Average time to Pay details for all customers together. This would enable businesses to see clearly in one place who their most prompt-paying clients are.
Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

it would help if i could look at purchase invoices by month, further back than last month

it would make it easier for me to check creditors due for payment
Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

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.
Tony Grantham over 7 years ago in IRIS KashFlow / Reports 2 Acknowledged

STOCK VALUE REPORT ACCORDING TO THE PURCHASE PRICE

I'M CURRENTLY USING KASHFLOW, IT'S FRUSTRATING THAT I CAN'T PRINT OUT A STOCK VALUE REPORT ACCORDING TO THE PURCHASE PRICES AND CHOOSE A CERTAIN PERIOD.
Guest over 7 years ago in IRIS KashFlow / Reports 1 Acknowledged

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 ...
Guest over 7 years ago in IRIS KashFlow / Reports 1 Acknowledged

Activity report to include individual line items on invoices

It would be really useful to have a report that includes all the data of the activity report but is broken down to each line item on the invoice. Once exported, the data can be manipulated to review spend on different products.
Guest almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

New Report - Invoices paid on a particular date or date range

it is important to us to knwo what has been paid as business actions are taken as a result of the payment
Guest almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

VAT return process to give option to include transactions not reconciled before given period

When a change has been made to a VAT transaction before the current VAT quarter, the current VAT return does not pick the transaction due to the date range, it would be helpful if Kashflow could do this and then give the option to include transact...
Emma Ransom almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Automatic credit control report

A report to ascertain who is on or who is not on credit control
Rodger Random almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

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
Andrew Mills almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged