My Ideas: Reports

Showing 94

Add a possibiliy to list (extract) only the credit notes issued in the certain period of time.

I was asked for all credit notes in 2022 and 2023 during an audit and it took me ages to extract them from KF activity. I was suggested by your customer service to use the list of invoices and filter by value, but in this case I could't chose a pe...

Guest almost 2 years ago in IRIS KashFlow / Reports 0 New

1 VOTE

Is there any way that the Purchase Order Number can be added to a sales report dowload?

I am running sales reports off to send out to staff but the purchase order number is not coming through on the reports which it did do in the past.Can this be amended so that the purchase order number comes through on this specific report (income ...

Guest almost 2 years ago in IRIS KashFlow / Reports 0 New

2 VOTE

Be able to download trial balances by month (i.e. multiple) for management accounts

I would like to be able to download the trial balance but for the number of months i choose. In other words I would like each month next to each other for the period I choose either by 6 months, 12 months or all time to be able to look at the move...

Guest about 2 years ago in IRIS KashFlow / Reports 1 New

1 VOTE

Consolidated Financials

I would like to propose the idea of a function that can link 2 kashflow accounts ( same business & management ) to club & create a consolidated financials to a 3rd User which will make the consolidation process easier.