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1 Vote

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 ...

Created 17 Nov 04:38pm by Guest

IRIS KashFlow / Projects

0 Acknowledged
2 Vote

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...

Created 16 Nov 12:48pm by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

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

Created 5 Nov 04:58pm by lisa bartup

IRIS KashFlow / Projects

0 Acknowledged
3 Vote

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

No description provided

Created 31 Oct 11:12am by Guest

IRIS KashFlow / Projects

0 Acknowledged
2 Vote

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.

Created 29 Oct 08:19am by Guest

IRIS KashFlow / Projects

0 Acknowledged
5 Vote

Project Details displayed on invoice display screen

It would be useful to be able to see a project name on an invoice when you display it. Currently you have to edit the invoice to see the project name. Also it would be great it you could add a report showing invoices which have not been allocated ...

Created 1 Oct 10:52am by Guest

IRIS KashFlow / Projects

2 Acknowledged
1 Vote

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...

Created 20 Aug 11:33am by Guest

IRIS KashFlow / Projects

0 Acknowledged
2 Vote

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

Created 20 Aug 11:29am by Guest

IRIS KashFlow / Projects / Purchases / Reports

0 Acknowledged
2 Vote

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.

Created 19 Jul 12:13pm by Guest

IRIS KashFlow / Projects

0 Acknowledged
2 Vote

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.

Created 13 Jul 12:37pm by Jonny Shire

IRIS KashFlow / Projects

0 Acknowledged