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Invoice CSV export

Missing functionality from Kashflow. There is no option to download a report based on invoices issued between a set date in CSV format. All other bookkeeping software is able to do this. Report should be downloadable directly from invoicing screen...
Guest over 3 years ago in IRIS KashFlow / Reports 0 Acknowledged

Run a report for an individual sales agent code

The Sales team and Accounts
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Better initial date selection when drilling down in Balance sheet

When drill down to accounts from balance sheet the start date selection is currently not customizable. In my case this results in the date starting in 1970. I am advised that doing year end journals changes this but I do them each year so it seems...
Christina Spencer almost 2 years ago in IRIS KashFlow / Reports 0 New

Report for all Payments due at month end

I would like to be able to summarise ALL unpaid invoices for ALL customers but then filter this so that at month end I can export / print a report for ONLY the invoices I need to pay for the current period. Currently I can see ALL Unpaid invoices ...
Guest over 3 years ago in IRIS KashFlow / Reports 0 New

OSS/IOSS Reporting

We are KashFlow user from the Northern Ireland, and as of July 2021 EU extended One Stop Shop which was related to Digital services to the sales of goods. As a result we have to charge our European customers ( consumers) VAT rate that is applicabl...
Guest over 3 years ago in IRIS KashFlow / Reports 0 New

Email errors show in system logs

I've had issues with non-delivery of emails due to a defective recipient address, however the Kashflow logs do not catch this & I believed they had been received OK. It would be useful if errors were reflected back to the originating account.
Steve Bower about 2 years ago in IRIS KashFlow / Reports 0 New

Extra Report/Search Result - Purchases/Sales Detailed Response

Would it be possible to add a extra report or a way to search purchase/sales history to produce a narrower result response to a single item. Issue : The director wishes to audit a product we purchase - Product A - the only way to perform a sear...
Ben about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

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

Printing price list

Would be good if we could print off the price list of our products.
Barbara Laczny-Gomez over 8 years ago in IRIS KashFlow / Reports 1 Acknowledged