How can we improve WHMCS?

Share, discuss and vote for what you would like to see added to WHMCS

Reporting

30 Ideas Found. Showing page 1 of 2.


Add "Client Name" column back to Transaction Export

HiThe Transaction Export CSV used to include "Client Name" and "Net Amount" columns which I used when doing accounting. The new ex...

  • Completed
49 Votes
Set Financial Year

Not everyones financial year runs January -> DecemberOurs runs April -> March each year, so we end up running two reports and manually combining...

45 Votes
Income Forecast , include add-ons

I would like the same income forecast reporting to be present In Reports > Income Forecast as there is when you go to view the Admin Home Module:...

23 Votes
Top 10 Clients by Income Report - add date filtering

The Top 10 Clients by Income Report is very interesting to see where money comes from.I would like to suggest the addition of date filtering, so we ca...

20 Votes
Attrition / churn rate report

Being able to calculate the churn / attrition rate inside WHMCS might give us a quick glimpse to one of the most important metrics for any service pro...

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13 Votes
Add cost price and sale price to products, so that you can do profit tracking

Basically said it in title, in your product pricing you should have cost price from vendors and sale price to customers and have profit tracking in WH...

10 Votes
Coupons marked as used upon payment

Would be great to make WHMCS promotional codes / coupons be marked as used once they really are, I mean, when a code its entered by a client and an or...

9 Votes
Add Company (i-o username) in report, invoices list, etc

Hey,I'm currently reviewing in details some aspects of the financial figures on WHMCSWHMCS is quite useful but i would need to see the company name in...

9 Votes
Year over year annual income report

Right now we have an annual income report which shows month over month with the current and previous 2 years. What would be really nice is to have a...

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9 Votes
Automatic support overview report generation and email

We periodically review certain reports as a team and this always involves a fair bit of manual operations (Ex: go to Support Overview, take a screen s...

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6 Votes
Staff and admin notification of coming overdue

An option or report for listing coming overdues that will be a great help to find the termination list of services and users . So we can prepare and c...

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6 Votes
Sales report by TLD

Would it be possible to add the option to generate sales reports by TLD? So know exactly the total of domain names sold in the month and how many of e...

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6 Votes
Annual/Monthly Income without TAX/VAT

Hello dears,Seems that there isn't anything in WHMCS that provide us the total Income with TAX excluded. This is a lack in my opinion and we should be...

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5 Votes
Remove cancelled products from the income forecast report.

When you run the income forecast report it includes products that have already been cancelled. Not even a Greek banker would try to get away with thi...

3 Votes
SSL Certificate Monitoring - Allow use of Ports

Currently the WHMCS SSL Certificate Monitoring only curls port 443, even if a port is set in the products domain.It would be a great addition for WHMC...

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3 Votes
Categorization of Reporting

We would like to have the possibility to create new Custom Categorization of reports instead of others./* ============================ REPORT META ===...

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2 Votes
Add "Select All / Deselect All" for fields on export reports pages.

Pretty simple QOL request. We often use the built in export reports and I have to tap to each field to select all or most of them. It would save a lot...

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1 Votes
Show credits on client statements

The problem we are facing is that when a client overpay on an invoice. For example the invoice amount is $200 and the client pays $250. The $50 credit...

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1 Votes
Add "Company Name" column to Export CSV

Hello, it would be very important for me to have "Company Name" column in CSV exports, please set it as soon as possible thanks!Reports >...

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1 Votes
Exclude currency from monthly transection csv file

When we exclude monthly transection report csv file from WHMCS, then currency extension not working properly on that file. WHMCS should remove currenc...

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1 Votes
Unearned Income

What is Unearned income? Unearned income is any income that has been paid in advance, but services have not yet been rendered or used yet. Why Track U...

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