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My Ideas: Reports

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Report showing transaction for customers and specfic products by sales volume/value of order.

This would be helpful for targeting regular customers with offers for specific products who order in larger quantities
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Remove report option for basic level user

We have set up a new user at basic level but need to remove reports option. This allows for staff member to see reports which shows salaries, profit & loss and expenditure etc. Can this be done?
Julie Aitken about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Sales by country / region.. BREXIT

In the run up to Brexit, there have been a number of changes to insurance policy (of course) and you all know this means added cost for business'. If you are involved in sales outside the UK you need to know what percentages go where. I use report...
Mark Woodward about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

TOMS VAT

Require TOMS VAT input for digital VAT returns at present use a spreadsheet - can this be added?
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Phased balance sheet like p&l phased

No description provided
Guest about 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Quote Reporting - to mirror "Unpaid Invoice" Report

The unpaid invoice report is very useful for credit control as it displays all notes made against the invoice in date order. The same information for quotes would be very useful in following up. To be able to see when the notes for all quotes se...
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Month by month Profit & Loss report (Separate columns)

We should be able to see how the business is doing on a monthly basis. At the moment, it is only possible to see P&L loss one month at a time or several months accumulated together. Would be good to see each month next to each other in separat...
Guest about 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Use month only drop downs in reports rather than calanders when the report only gives whole month responses

maybe Kashflow should use drop down lists with only months on it rather than a calander to prevent confusion when creating certain reports (or am I barking up the wrong lamppost)
Rob Smith over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Run a report for an individual sales agent code

The Sales team and Accounts
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Locating nominal codes in quantites

Have been in to the nominal reports and wanted to print off a run of nominal activities. I wanted nominal 5000 - 5005. Having to tick select these by ticking them off is time wasting as they are not in nominal numerical order but are in fact alpha...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged