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SUBMIT IDEA

My Ideas: Reports

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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

Profit and Loss Report

It would be a great idea in the profit and loss section to show a break down of each entry instead of clicking on each entry and printing everything separately.
Guest over 7 years ago in IRIS KashFlow / Reports 1 Already exists

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

Monthly income reports for Quotes

I would like to see a report available for Quotes before they get generated to invoices so my business can track monthly income on potential orders as alot of my orders dont get turned into invoices til much later on.It's important to keep track o...
Guest almost 8 years ago in IRIS KashFlow / Reports 2 Already exists

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

Financial reports automatically populate with current accounting period

When running the financial reports it would be most helpful if the start date and end date would populate with the current accounting period.
Emma Ransom almost 8 years ago in IRIS KashFlow / Reports 1