Reports

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Split Aged Debtor Report by Manager / Sales Rep

It would be useful to be able to assign customers by manager / sales rep, therefore allowing aged debtor reports to be produced for each customer sales rep or customer manager as a separate report to the full aged debtor report

Gareth Cook about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Overdue Invoice report in excel format

Please can you add the option to download the overdue customer report in excel format - it is not practical to print off numerous copies each and every time I need this report

Audra Ratcliff about 4 years ago in IRIS KashFlow / Reports 0 New

1 VOTE

Can paid date be added to the project P&L reports along wiht the existing invoice date

Is it possible to amend the data fields shown on the project P&L. Currently it shows, Date, Reference, Narrative, Debit, Credit. It would be really helpful to have paid date also shown so I don't have to drill into each invoice to see it.

Guest about 4 years ago in IRIS KashFlow / Reports 0 New

2 VOTE

Ability to report on quantity purchased

Currently there is no way of reporting on quantity purchased. Need a report to display (for a selected supplier) invoices line by line detailing quantity, amount per unit and cost.

Jason Everitt about 8 years ago in IRIS KashFlow / Reports 1 Acknowledged

1 VOTE

Reports to show if Product or Project Code has not been entered

It would be very useful to have a report that showed if on Sales or Purchase ledger you had omitted adding a Product or Project code. Then you could go back in and amend the transactions

Guest about 4 years ago in IRIS KashFlow / Reports 0 New

2 VOTE

Predefined B/S and P&L reports

it would be useful it we could set the accounting year end date and have the annual and quarterly B/S and P&L reports available with a simple click without needing to enter the dates.

Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Run a Bestseller report for products within a single Sales Code

I wanted to be able to run a report for a specific code and to be able to have that report rank the products within it from most sold to least sold within the specified date period. This appears to not be a current possibility from the current ava...

Craig Riches about 4 years ago in IRIS KashFlow / Reports 0 New

2 VOTE

Custom reports to select only specific bank accounts

Title says it all really, I use accounts for cash on hand and transfer it between a few other accounts but these don't apply to my overall business account and so I'd like to run custom reports without certain accounts being included in the report

Guest about 8 years ago in IRIS KashFlow / Reports 0 Will not implement

2 VOTE

Not allowing the trial balance to go out of balance!!!

We had a purchase invoice which turned out to be a private transaction so it got coded to the director DCA (set as a bank account). The posting seemed fine no error message but then we realised that the transaction didn't appear in the DCA and the...

Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Allowing the sales invoice overview list to be view as a net value i.e without the VAT included

This would help for sales forecasting purposes .

Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

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