Skip to Main Content
SUBMIT IDEA

Reports

Showing 295 of 3314

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

A report with department (aka Project) data on the report

Totally confused why we can enter department/project data at a transaction level yet cannot run a report on that information. The simple addition of the column for department/project on the Audit Trail would be the answer.
Guest over 3 years ago in IRIS KashFlow / Reports 3 New

On Screen Monthly P&L

It would be useful to view a P&L by month on screen, rather than have to download to excel each time. It would also be really good to click on the values in the P&L report and go directly to the nominal account.
Guest over 3 years ago in IRIS KashFlow / Reports 0 Planned

auto emails must show the company name

I have 20 clients on kashflow and occasionaly I get an auto email that alerts me to something and it tells me to log in to kashflow.......but it does NOT tell me which company to log in to. Then I have to seach every company to try and find out wh...
Guest over 3 years 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

Removing sales graphs when in sales only access

Would it be possible to remove the dashboard and reports section from the left hand side when the module is in sales section only? Not sure how everyone else feels but when we have the sales only module so that our employees doing sales can't see ...
Guest almost 4 years ago in IRIS KashFlow / Reports 1 Already exists

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

Add Project to Expenditure by Purchase Code Reort

There is no way to identify when or how much a Purchase Code is used across multiple projects or how many and to what extent different Suppliers are involved. Adding new report where the details of ' Expenditure by Purchase Code' include a Project...
Guest almost 4 years ago in IRIS KashFlow / Reports 0 New

Report transaction efficiency

Enable Reports that once a transaction modified to return direct to report, as at present have to start all over again and start report from scratch
Guest almost 4 years ago in IRIS KashFlow / Reports 0 New

VAT report/download improvement

In the detailed VAT report, KashFlow lists transactions included in each box of the VAT return, from box 1 to 9. Box 1 detail is the output tax detail for sales and Box 6 detail is the net value details for sales. But the order of the detail can b...
Steve Gatter almost 4 years ago in IRIS KashFlow / Reports 0 New