Reports

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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

1 VOTE

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

1 VOTE

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 about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

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 about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

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 It would be useful to have a tab called superseded as often we need to quote for var...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 about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

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 about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

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 about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

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

1 VOTE

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

1 VOTE

Generating a report of wholesale value of stock

As a company who deals in both a wholesale and retail pricing structure, it would be useful to be able to generate a report to show our wholesale value at varying points throughout the year. This would also be very useful for us to be able to info...

Guest over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

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