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Reports

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Display Billing Country of Invoice

I want to generate a report for a time periof (eg JAn 2023) for all sales code. The report should show me info like the income by sales code report but the figures should be WITHOUT vat, as vat is not part of a sale, it is a tax.
Guest over 1 year ago in IRIS KashFlow / Reports 0 New

Add Invoice, Purchase Invoice and Purchase Order Numbers to Email Logs

Tracking missing payments is easier when relevant emails can be easily identified
Paul Roycroft over 1 year ago in IRIS KashFlow / Reports 0 New

Re-format statements

Would it be possible to include monthly sub totals on customer statements? Most companies offer 30 day net accounts, I therefore expect December invoices to be paid at the end of January. In Kashflow all we have on a statement is a running total s...
Guest almost 3 years ago in IRIS KashFlow / Reports 0 New

Add CSV Report for Sales by Sales Code / Product

At the moment, although you can produce a pie chart report of sales by sale code, there is no facility to export a CSV giving the details of sales by sale code and/or product. The existing CSV breaks down into individual sales for each item, which...
Rich Mellor about 3 years ago in IRIS KashFlow / Reports 0 New

Detail breakdown of Global Project report

A line by line nominal breakdown of the global project report
Guest over 1 year ago in IRIS KashFlow / Reports 0 New

Quote List Print and Export facility

Each month I need to analyse how many quotes we have converted into sales. Unfortunately the Quote List cannot allow print or export currently.
Guest over 3 years ago in IRIS KashFlow / Reports 0 New

Is there any way that the Purchase Order Number can be added to a sales report dowload?

I am running sales reports off to send out to staff but the purchase order number is not coming through on the reports which it did do in the past.Can this be amended so that the purchase order number comes through on this specific report (income ...
Guest almost 2 years ago in IRIS KashFlow / Reports 0 New

Comparison P&L Report

a P&L report that compares current year with previous years
Guest over 3 years ago in IRIS KashFlow / Reports 0 New

Consolidated Financials

I would like to propose the idea of a function that can link 2 kashflow accounts ( same business & management ) to club & create a consolidated financials to a 3rd User which will make the consolidation process easier.
Guest almost 2 years ago in IRIS KashFlow / Reports 0 New

cash flow statement

A Cash Flow Statement is a basic accounting report , but is not yet available in KashFlow. It would be very helpful if it is available as a part of Reports
Guest almost 2 years ago in IRIS KashFlow / Reports 0 New