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1 Vote

Project Reporting withing G/L

As a check my clients would find it helpful if G/L codes contained the information of which Project costs had been posted there. Certain G/L codes should have to have a Project code e.g. cost of sales G/Ls. So, to make sure that they do either the...

Created 14 Feb 04:51pm by Guest

IRIS KashFlow / Projects

0 Acknowledged
4 Vote

Additional reporting at Project level

I have many projects set up on Kashflow, which are effectively sites that my client is currently developing (property developer). I can input the purchase invoices and allocate a project/site to each line, however it is then difficult to get this ...

Created 19 Jan 04:18pm by Michelle Bennett

IRIS KashFlow / Projects

0 Acknowledged
4 Vote

Project to be shown when opening a Purchase

When opening a Purchase, you currently have to press the Edit button to view which project it refers to and then re-save the purchase. It would be quicker and more convenient for the project to be shown immediately upon opening a purchase, rather ...

Created 10 Jan 09:33am by Guest

IRIS KashFlow / Projects

1 Acknowledged
1 Vote

Allow projects tracked in other currencies

I use projects for tracking how much turnover I have realised off a contract I have with a customer - at times there are more than one contract live with a single customer (larger entities). The use case here is that I have contracts with customer...

Created 10 Jan 09:33am by Guest

IRIS KashFlow / Projects

0 Acknowledged
2 Vote

Project details to nominal ledger reports

No description provided

Created 10 Jan 09:31am by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Viewing unpaid invoices by depertment

We have 4 departments, each run by different members of staff. We think it would be helpful to be able to see the unpaid invoices of each department seperatly.

Created 10 Jan 09:30am by Guest

IRIS KashFlow / Projects

0 Acknowledged
3 Vote

A fast method of assigning project numbers to transactions.

We use projects extensively for reporting purposes in our charity. We bring in circa 300+ Paypal payments in a month and each generates two transactions - the actual sale and the Paypal charge giving upwards of 700 transactions. At present the onl...

Created 10 Jan 09:24am by Nick Robinson

IRIS KashFlow / Projects

1 Acknowledged
5 Vote

Add the ability to assign an Address to a project

Add an address to a project which may be added automatically to an invoice every time a customer is invoiced in relation to that project.

Created 10 Jan 09:22am by Guest

IRIS KashFlow / Projects

0 Acknowledged
9 Vote

Update CSV imports for Projects

Currently anything imported via csv has no project number and that has to be added after each import by individually editing each transaction - very time consuming.Likewise bank and paypal imports should allow a project number to be assigned on th...

Created 10 Jan 09:20am by Nick Robinson

IRIS KashFlow / Projects

3 Acknowledged
11 Vote

allowing bank feed transactions to be assigned to projects, especially with Rules

Projects are very helpful in Kashflow, but if the bank feed is the driver that creates new P&L & BS transactions then it's difficult to find them and assign them to projects. When creating new invoices & purchases using the bank feed, ...

Created 10 Jan 09:19am by Guest

IRIS KashFlow / Projects

3 Acknowledged