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Export data to excel

We would find it useful in amending quotations and invoices in ways that Kashflow won't allow.
Guest over 7 years ago in IRIS KashFlow / Reports 0 Will not implement

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

In the profit/loss report please show costs as a percentage of turnover as you used to do.

No description provided
Guest over 7 years ago in IRIS KashFlow / Reports 2 Already exists

Please include the audit trail transaction number in reports

Can you please include the audit txn number in reports, e.g. nominal activities etc? Preferably on LHS in its own column. I want to use the txn number to use as a reference to paper documentation for entries: much faster than giving each purchase ...
Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

A Report For Most Popular Customers

Hi, I believe it would be a good idea to have a report that shows your most popular customers so that businesses can see who to approach and who is buying more products off them etc. Thanks
Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Profit and Loss Report

It would be a great idea in the profit and loss section to show a break down of each entry instead of clicking on each entry and printing everything separately.
Guest over 7 years ago in IRIS KashFlow / Reports 1 Already exists

Activity report to include individual line items on invoices

It would be really useful to have a report that includes all the data of the activity report but is broken down to each line item on the invoice. Once exported, the data can be manipulated to review spend on different products.
Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Monthly income reports for Quotes

I would like to see a report available for Quotes before they get generated to invoices so my business can track monthly income on potential orders as alot of my orders dont get turned into invoices til much later on.It's important to keep track o...
Guest over 7 years ago in IRIS KashFlow / Reports 2 Already exists

New Report - Invoices paid on a particular date or date range

it is important to us to knwo what has been paid as business actions are taken as a result of the payment
Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

VAT return process to give option to include transactions not reconciled before given period

When a change has been made to a VAT transaction before the current VAT quarter, the current VAT return does not pick the transaction due to the date range, it would be helpful if Kashflow could do this and then give the option to include transact...
Emma Ransom almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged