Reports

Each month I need to analyse how many quotes we have converted into sales. Unfortunately the Quote List cannot allow print or export currently.

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 ...

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

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...

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

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...

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...

Some of the reports are not detailed enough. I can mention one such report. The Nominal Ledger report; this report should be more detailed, it should also contain a break down of the individual account by product code. e.g. Account = 7000-Programm...

Please can you add the option to download the overdue customer report in excel format - it is not practical to print off numerous copies each and every time I need this report

Is it possible to amend the data fields shown on the project P&L. Currently it shows, Date, Reference, Narrative, Debit, Credit. It would be really helpful to have paid date also shown so I don't have to drill into each invoice to see it.