Submit Idea
SUBMIT IDEA

Reports

Showing 294

Profit & Loss

When i create a project, it consists of one sales invoice and 30+ purchase invoices. So when i run a report for profit and loss for that project, it will show me the Turnover, Less Costs of Sales and any expenses. which is correct. However in my L...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

VAT Return Download

The VAT "View" function now means you have to view/download the Summary and Detail separately. Can you please change or add a new function so you can download both together!
Steve McGregor almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Reports

As a minimum should be able to sort the Aged Debtors Report by Customer Name, as the "Code" may not be Alphabetical thus is list is completely random when viewing it. Further improvement would be to allow sorting of all the columns, so that you ca...
George Ross almost 3 years ago in IRIS KashFlow / Reports 0 New

I need to delegate users where they are not able to see the Reports which contains the P&L etc.

To maintain confidentiality.
Guest about 3 years ago in IRIS KashFlow / Reports 1 New

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

A Report to account for Paypal charges

Paypal transactions can be imported fine, with the fees. But we can't find out how much they all add up to with a Report. They get assigned a bank code so it should be quite straightforward, all the best Ash
Ash Pearson about 3 years ago in IRIS KashFlow / Reports 0 New

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 about 6 years ago in IRIS KashFlow / Reports 1 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