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SUBMIT IDEA

My Ideas: Reports

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Quotes Report

It would be very useful for us if we could produce a report of monthly Won, Negotiation/Review, and Lost. Also in the drop down in which you can can to draft etc. It would be useful to have a tab called superseded as often we need to quote for var...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Ability to view log on details of Kashflow Account - Security Issue

I have been told by support that it is not possible to view log on/transaction/log out details of access to your Kashflow account.I feel this is extremely necessary from a security point of view. As an Admin User I should be able to log in my Kash...
Guest over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

A 12 month total sales on graph

I like the graph available on the dashboard showing the sales for the last 12 months although I do believe that a graph (separate or a individual line on the same graph) showing the 12 month accumulated sales would be useful in being able to quick...
Gethin Davies over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Download a CSV of invoices by department

it would be useful to be able to download a departments list of invoices. Currently you can view the list, but not downlod it. I imagine it could be easy to add the download function here.
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Option to show full names of suppliers and customers on the downloanded VAT report

It would be useful to show the full names (rather than just the account code) of the customers and suppliers on the downloaded VAT report.
Caroline Pringle over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Company Name to appear on all reports

Company name should appear on all reports, in a busy office where we are all using Kashflow, reports can get mixed up
Gina MacGregor over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Add Project codes to the data csv export for sales and purchase invoices

Presently I have diligently being inputting Sales and Purchase invoices into Kashflow but now wish to transfer that data elsewhere only to find that it is impossible to do so.
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Change mulitple sales types/expenses/cost of sales in CSV format

We have changed our sales types and expenses, and i'd like to make changes to historic entries so that our new categories are accurate in a P/L sheet. Rather than going into each and every invoice and changing, it would be easier if I could down l...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Favourite reports per user or per account

Store favourite reports for each user rather than per company so that each user can have their own set of favourite reports.
Julie Shepherd over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Income/profit by product summary

At the moment the only options for income by product is a pie chart or a excel sheet showing every transaction for a product. Although this is useful; for a company that has thousands of sales per period, it can be difficult to extract a summary o...
Gethin Davies over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged