Reports

Showing 164

Show Invoice / Purchase Notes in the activity report

Currently, the Notes column that appears on the activity report is always blank if you select "All Items" as opposed to "Only Paid Items". When reporting on all items, it would make sense to show either payment notes where they exist or the releva...

Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Monthly P/L showing all months to date

Your support team member Chris Wilkes suggested I put this forward: P/L account - year broken down by months including %. Most other programs I have used allow this and I find it very useful for easy comparison and forecasting.

Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Aged Creditors and Activity Reports at Project Level

We are a property developer with multiple development sites and we create a new Project within Kashflow for each development site. We always add a Project to each purchase invoice, however we then find it very difficult to extract information by p...

Michelle Bennett over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

A trail balance that prints opening balances only

I would like to be able to print a trail balance at the start of the year that shows only the opening balances. At the moment I have been advised that if there are transactions on the first day of trade that these will also be included in this rep...

Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Consider bank transfer on the Unreconciled Bank Transaction Report

If the bank transfer has been reconciled then do not include on the report, if it hasn't been reconciled then include on the report.

Natasha Chryssafi over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Notes/comments in activity reports

It would be great if activity reports would show notes/comments for purchases, as they currently do for bank transfers. Presently, adding comments or descriptions is only possible after importing the csv file.

Amy over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Purchase Order Report

I would like to have a purchase order report the exact same as we have for sales orders. This would enable me to cross reference my sales orders against the purchase orders

Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Unassigned Departments Report

To retrieve information which shows me a list of all items not assigned to a department

Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Date range to be the same from Profit and loss report to the nominal code breakdown

When entering the date range for the profit and loss or balance sheet report and then looking at the different nominal codes ie: sales, the date range changes. It would be of great help if it could copy the date range across.

Emma Ransom over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

it would help if i could look at purchase invoices by month, further back than last month

it would make it easier for me to check creditors due for payment

Guest almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Please enter your email address

KashFlow Ideas

FILTER BY CATEGORY