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My Ideas: Projects

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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...
Guest over 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

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 ...
Michelle Bennett over 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

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 ...
Guest over 8 years ago in IRIS KashFlow / Projects 1 Acknowledged

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...
Guest over 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

Project details to nominal ledger reports

No description provided
David Lushington over 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

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.
Guest over 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

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...
Nick Robinson over 8 years ago in IRIS KashFlow / Projects 1 Acknowledged

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.
Guest over 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

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...
Nick Robinson over 8 years ago in IRIS KashFlow / Projects 3 Acknowledged

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, ...
Guest over 8 years ago in IRIS KashFlow / Projects 3 Acknowledged