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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

auto emails must show the company name

I have 20 clients on kashflow and occasionaly I get an auto email that alerts me to something and it tells me to log in to kashflow.......but it does NOT tell me which company to log in to. Then I have to seach every company to try and find out wh...
Guest about 3 years ago in IRIS KashFlow / Reports 0 New

Purchase Order Report showing Job Numbers

I would like to be able to run a report on purchases for this year, with the job numbers on the report
Guest over 6 years ago in IRIS KashFlow / Projects / Purchases / Reports 0 Acknowledged

Reports For Quotes Facility

We use quotes but do not for operational reasons convert quotes to invoices via Kashflow. It would be helpful if reports could be produced from Quotes showing all quotes that have not yet been invoiced and indeed all quotes in a certain category i...
Guest over 6 years ago in IRIS KashFlow / Reports 1 Future Consideration

Monthly Sales Reports of multiple sales codes including sub codes

As a brewery, we have to report every drop of beer that we sell and in what package it is sold. So when we brew a beer, a new sales code is created and then 3 sub codes for cask, keg and bottle versions of that beer. When I run a monthly sales rep...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Re-instate the Product Code column in the P&L report drill down

When a P&L report produces "Unassigned" items and you click through to the report, you get a list of all items, not just the unassigned ones. You used to get a column in the report showing the product code as well which then makes it easy to i...
William Garton-Jones over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Profit & Loss reports - select a DEFAULT reporting period

Whenever I run a P&L report - the default offering is "this year". I always have to change it to "this accounting period". I would guess that "accounting periods" are more commonly used than calendar years. - of course, you may have some bette...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Global Report Download

The download to CSV need to include the two dates fields - Project Dates are a important factor of projects.
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

LIST OF QUOTES ISSUED TO BE DOWNLOADABLE INTO EXCEL

It would be useful to be able to download the list of quotes issued into n excel spreadsheet so that staff without excel access are able to follow them up. Preferably to include customer name,address, contact phone/email which are not shown on pre...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged