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KashFlow Ideas

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SUBMIT IDEA

Reports

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Report dates

When running a report and selecting the 'year' as the dates, the dates shown do not agree to the accounting period for the client it simply uses a default 31 December year end date. It would be useful if it linked to the accounting year end date a...
Guest about 7 years ago in IRIS KashFlow / Reports 1 Acknowledged

Can we have the ability to download the quote report as a CSV file?

This would be useful as we currently use quotes as a record of orders not yet despatched as there is no step bewteen quote and invoice. It would be extremely helpful to be able to download this info as a CSV
Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Monitoring payment times for all customers in single report.

It would allow succinct means of identifying 'Average time to pay' for all customers. Sales people would be able to have this to hand when discussing new business and also provides improved management information.
Guest over 7 years ago in IRIS KashFlow / Reports 2 Acknowledged

Profit and loss and balance sheet reports to show last years figures also

No description provided
Emma Ransom almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Customer 'Average Time to Pay' report

It would be useful to have a report that can list the Average time to Pay details for all customers together. This would enable businesses to see clearly in one place who their most prompt-paying clients are.
Guest almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

STOCK VALUE REPORT ACCORDING TO THE PURCHASE PRICE

I'M CURRENTLY USING KASHFLOW, IT'S FRUSTRATING THAT I CAN'T PRINT OUT A STOCK VALUE REPORT ACCORDING TO THE PURCHASE PRICES AND CHOOSE A CERTAIN PERIOD.
Guest almost 8 years ago in IRIS KashFlow / Reports 1 Acknowledged

All reports to be PDF

When printing off the ban unreconciled report through reports, it doesn't print off all the pages. It just prints what you see on the screen. You shouldn't have to spend time print screening what you see to Word and printing, all reports should be...
Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Sales Day Book report in income report

At the year end its best to check all the invoices in kashflow in a report to check if the Correct VAT is charged and Net and Gross values of all the invoices
Guest over 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Nominal Ledger

Have the option to exclude nominals with no transactions. So only nominal with items included are generated when all the nominals are selected
Guest over 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

XLS format for reports

As well as CSV could the option of XLS format be available? Time saving would be significant to avoid tailoring and resaving CSV files.
Guest over 8 years ago in IRIS KashFlow / Reports 0 Acknowledged