Reports

Showing 94

Download invoices by paid date

When doing a VAT return it would be very easy if i could select 2 dates and have it download all invoices (as pdfs or one spreadsheet format) that have been marked as paid within those dates.

Guest over 1 year ago in IRIS KashFlow / Reports 0 New

1 VOTE

Allow reports for individual bank accounts

I have three bank accounts and would like to be able to produce reports for each account as each account is for a seperate business but are still related.

Guest over 1 year ago in IRIS KashFlow / Reports 0 New

2 VOTE

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 over 3 years ago in IRIS KashFlow / Reports 0 New

1 VOTE

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

1 VOTE

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

2 VOTE

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

1 VOTE

Detail breakdown of Global Project report

A line by line nominal breakdown of the global project report

Guest almost 2 years ago in IRIS KashFlow / Reports 0 New

2 VOTE

Comparison P&L Report

a P&L report that compares current year with previous years

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

2 VOTE

Opening and Closing stock figures

There should be a feature in Kashflow to record opening and closing stock levels, for an accounting period, e.g. a year, a month, or whatever is required. The P & L report is not accurate if account is not taken of increases and decreases in s...

Guest about 4 years ago in IRIS KashFlow / Reports 1 New

1 VOTE

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 about 2 years ago in IRIS KashFlow / Reports 0 New

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