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My Ideas: Projects

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Ability to analise all project relaed costs

We have created a project and require to keep track of the total expenditure on this project. However, currently the system only calculates the project expenditure that has gone through the purchase ledger. Project purchases that are analysed dire...
Guest over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Credit card transactions not able to show up on project totals even though they are assigned to projects

please can you allow for transactions to be added to projects. At the moment once you assign transaction to project, it is not included in project total which is bizarre. This has happened to my mbna credit card csv uploads in which I have to run ...
Guest over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Expand the ability of Projects so we can add Individual budgets/targets by nominal codes

Please can you add the facility to enter budgets by the projects nominal codes, an overall figure doesn't give us the detail we need to see if we are under or overspending on a nominal code. For Example budget for roof materials and labour, separa...
Guest over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Projects - Ability to export project based reports into excel

at the moment we can only look at lists on the screen when using projects and it would be far more helpful to be able to download into excel so that tailored projects can be sent to project holders
lisa bartup over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Enter budget figures on a line by line basis on projects and be able to run reports showing this comparison data

No description provided
Guest over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

add invoices to projects

It would be much easier if there was a way to assign a transaction when reconciling through bank feeds, to a project straight away. rather than reconciling then finding the purchase under a supplier and then assigning to project.
Guest over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Job Numbers

I would ike to be able to create a job and then have sub categories within that job i.e. Job 744 Hotel California Job 744-01 - Bar Top Job 744-02 - Footrail Job 744-03 - Bar Pumps I would like to be able t run a report on the full job but breaking...
Guest almost 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

Purchase Order Report showing Job Numbers

I would like to be able to run a report on purchases for this year, with the job numbers on the report
Guest almost 7 years ago in IRIS KashFlow / Projects / Purchases / Reports 0 Acknowledged

Additional Users - Project Only

We have administration staff who need to set up projects, but not have access to the other information on Kashflow. Please could you make this possible.
Guest almost 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

Multiple Budgets On Projects

We have a projects that use 3 or more pots of budget for billing and expenses. Please could there be a solution to integrate split budgets in to the projects. This would help immensely as currently we use several spreadsheets to do this job.
Jonny Shire almost 7 years ago in IRIS KashFlow / Projects 0 Acknowledged