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SUBMIT IDEA

My Ideas: Reports

Showing 295 of 3297

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 about 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

Export data to excel

We would find it useful in amending quotations and invoices in ways that Kashflow won't allow.
Guest over 7 years ago in IRIS KashFlow / Reports 0 Will not implement

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

Notes/comments in activity reports

It would be great if activity reports would show notes/comments for purchases, as they currently do for bank transfers. Presently, adding comments or descriptions is only possible after importing the csv file.
Amy over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Report showing customer sales by Country

WE supply goods to the UK, Europe and the Rest of the World. Having a report that shows the % of sales by country would help immensely with marketing etc..
Guest over 7 years ago in IRIS KashFlow / Reports 3 Acknowledged

Purchase Order Report

I would like to have a purchase order report the exact same as we have for sales orders. This would enable me to cross reference my sales orders against the purchase orders
Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Sales Reporting

Hi, We need to see at the end of an accounting period what Sales/Purchase Invoices are at what rates of VAT? At the moment there is no such report and im finding it very difficult to produce /reconcile my accounts without such basic information. G...
Guest over 7 years ago in IRIS KashFlow / Reports 0