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Department column in csv download for Profit & Loss Nominal code

the csv download for Nominal codes, when run the Profit and Loss only shows Debit and Credits etc...it would be very useful for reconciling purposes to have an extra column for the departmental number. It is not effective to create new Nominal cod...
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Report showing how all invoices of selected supplier have been satisfied

To be able to align my payments, credit Notes, Partial credit notes, refunds, etc to match that of my supplier. As I am able to apply a credit not received from my supplier to an invoice to satisfy payment, these don't necessary match up and an am...
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Report showing source conversion over time

1. Choose time period (e.g. 2017) 2. See number of enquiries by source for that period 3. See number of paying customers by source for that period Fro example, I may have received 50 enquiries from Source A in 2017, of which 5 converted into payin...
Katrina Boydon almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Expenditure by supplier report - show percentages in csv format

When I download as a csv I don’t get the percentages. I only get the percentage when I hover over the different segments in the pie chart. A third percentage column in csv format would be useful.
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Filter method of payment for invoices sent

Help to reconcile Payments made to customer credit account by card transaction or cheques. ## In replies all text above this line is added to the ticket ## Your request (#288342) has been updated as shown below. You can reply to us by replying t...
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

It would be great if you could add the breakdown of different vat rates for vat returns etc

useful for vat returns for breakdown of different vat rates and should be available when you do vat return. Should also be available when you do a report for purchases of a particular time frame.
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Export Products under Sales Codes

Is it possible to create a report to export the products under sales codes. Ive entered over 100 products under various sales codes and want to be able to back them up and refer to them in a report.
Steve Prosser almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Aged debtors and creditors reports to be based on due date not issued date

The report details values under the month issued not the month the monies are due
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Sales Order Report Export

There is already a sales order report in https://app.kashflow.com/#reports/quotes. Can we get a download CSV button please to be be able to sort and filter etc.
Rodger Random about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Picking lists and packing/delivery manifests

It would be great if the report section could generate picking lists - a simple list of the products ordered in a given period, with the quantities of each. A packing/delivery manifest to accompany it would list the orders in a concise format. The...
Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged