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My Ideas: Reports

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Allow manager accounts to see 12 month sales growth chart on dashboard

Only standard accounts can access the 12-month sales growth chart on their dashboards and manager accounts cannot. I would be beneficial for manager accounts to also have this so we can see the currently monthly sales growth to check for errors etc.
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

Download invoices by paid date

When doing a VAT return it would be very easy if i could select 2 dates and have it download all invoices (as pdfs or one spreadsheet format) that have been marked as paid within those dates.
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

Allow reports for individual bank accounts

I have three bank accounts and would like to be able to produce reports for each account as each account is for a seperate business but are still related.
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

Display Billing Country of Invoice

I want to generate a report for a time periof (eg JAn 2023) for all sales code. The report should show me info like the income by sales code report but the figures should be WITHOUT vat, as vat is not part of a sale, it is a tax.
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

Add Invoice, Purchase Invoice and Purchase Order Numbers to Email Logs

Tracking missing payments is easier when relevant emails can be easily identified
Paul Roycroft over 2 years ago in IRIS KashFlow / Reports 0 New

Detail breakdown of Global Project report

A line by line nominal breakdown of the global project report
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

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 3 years ago in IRIS KashFlow / Reports 0 New

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.
Guest almost 3 years ago in IRIS KashFlow / Reports 0 New

cash flow statement

A Cash Flow Statement is a basic accounting report , but is not yet available in KashFlow. It would be very helpful if it is available as a part of Reports
Guest almost 3 years ago in IRIS KashFlow / Reports 0 New

It would be helpful if the Overdue Invoices report could also be downloaded into csv

It would be helpful if the Overdue Invoices report could also be downloaded into csv
Guest almost 3 years ago in IRIS KashFlow / Reports 0 New