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My Ideas: Reports

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Reports

One look at the issues on here and straight away the runaway issue is with reports.This is really starting to impact on the usability of Kashflow, and if its not usable its not worth using any longer. Can anyone from Kashflow at least acknowledge ...
George Ross about 4 years ago in IRIS KashFlow / Reports 0 New

Custom reports to select only specific bank accounts

Title says it all really, I use accounts for cash on hand and transfer it between a few other accounts but these don't apply to my overall business account and so I'd like to run custom reports without certain accounts being included in the report
Guest about 8 years ago in IRIS KashFlow / Reports 0 Will not implement

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...
Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

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 .
Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

activity report for specific customer

I know you can export a list of all invoices that you have issued using Kashflow via Reports > General Reports > Activity Report. But I'm asking my supplier to send me this list for my company ONLY as I wish to then import these details as m...
Guest about 8 years ago in IRIS KashFlow / Reports 0 Already exists

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
Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Profit and Loss report per project for Tax Year

Your current Profit and Loss will only produce a report for a complete month. A report ending on 05.04.16 would stil include rest of April.
Guest about 8 years ago in IRIS KashFlow / Reports 0 Planned

Aged debtors report with ability to include address details

Aged debtors report with ability to include address details so can pick up multiple customers at same address
Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Purchase Order Report

Our projects can take anywhere between 2 and 5 months to manufacture. We currently have more than 90 live purchase orders on our system. A report and option to download to CSV seems like it is vital for accounting purposes and stock control.
Lisa about 4 years ago in IRIS KashFlow / Reports 0 New

a report of recurring billing for a particular customer?

There should be more reporting based on customers that allow Kashflow users to get more information out of their data. One of these would be a way of doing a report of recurring billing for a particular customer. This would be useful for when you ...
Rob Lucas over 4 years ago in IRIS KashFlow / Reports 0 New