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My Ideas: Reports

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Aged debtors report

Recently I had a situation where the Aged Debtors report printed out did not agree to the CSV report of the same report. This was due to mis-dating of sales invoices, for example invoices dated December 2015 instead of December 2014 and paid in Ja...
Guest almost 9 years ago in IRIS KashFlow / Reports 0 Already exists

Activity Report - Ref column has the Purchase and Invoice reference. Could you make it a hyperlink so we can easily jump to the original?

Activity Report - Ref column has the Purchase and Invoice reference. Could you make it a hyperlink so we can easily jump to the original?
Guest almost 9 years ago in IRIS KashFlow / Reports 0 Acknowledged

Sales report by location

We would like to view reports of sales by geographic locations to make sure we're meeting our targets in different markets.
Guest almost 9 years ago in IRIS KashFlow / Reports 0 Will not implement

A feature

A feature to enable to run a report at end of each tax month that shows which cis deduction cerificates have been received from contractors and those that are outstanding also showing cis deductions made on sub contractors invoices
Guest almost 9 years ago in IRIS KashFlow / Reports 0 Acknowledged

Intercompany transactions and group consolidations for up to 5 companies in a Group of companies

I come from a corporate real estate background where company structures usually have a split between the ownership company and the operating company and these are then both subsidiaries of a holding company at the top. The accounting systems I've ...
Guest almost 9 years ago in IRIS KashFlow / Reports 0 Acknowledged

Purchase Order By Sales Code Report Improvement

I would like to see the Purchase Order by Purchace Code report updated to be work in the same was as the Invoice by Sales Code report - i.e. when you down load the CVS version of the report, for it to break the data down by purchase code, listing ...
Guest almost 9 years ago in IRIS KashFlow / Reports 0 Acknowledged

Ability to collate sales from quotes/proformas

I would like a report that can collate the data from selected proformas/quotes to allow me to predict future stock requirements.
Guest almost 9 years ago in IRIS KashFlow / Reports 0 Acknowledged

Please add invoice narratives to a Statement of Account report

Add invoice narratives to a Statement of Account report - We send out so many invoices, that it would be incredibly useful to also see each invoice's narrative/detail rather than just the invoice number and whether it's been paid or not. This will...
Guest almost 9 years ago in IRIS KashFlow / Reports 0 Will not implement

The Nominal Ledger Report data doesn't include whether an invoice is paid or not. Could this be included please ?

The Nominal Ledger Report data doesn't include whether an invoice is paid or not. Could this be included please ?
Anonymous almost 9 years ago in IRIS KashFlow / Reports 0 Will not implement

Customer Reports

Hi, it would be very useful to be able to adapt reports for customers. Currently I work to a Client named Orbit. Orbit manage 20+ buildings. Sometimes I need to provide a report on a particular building and sometimes I am required to produce a rep...
Guest almost 9 years ago in IRIS KashFlow / Reports 0 Acknowledged