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enhanced reporting of projects

At present the only report available is a global report based on active or completed projects. It also shows inc VAT info only - which is very strange. It would make the system much more manageable if a selection criteria was included based upon a...
Guest about 7 years ago in IRIS KashFlow / Projects 2 Acknowledged

Add more choices in the Status Field in Projects?

Projects are a great way to track the timeline but it would be much easer if you could have more than just Active, Completed and Archived. An open field selection where you could customize the Project status would be the best but adding a few more...
Guest over 5 years ago in IRIS KashFlow / Projects 0 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 almost 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

improved Cost Centre functionality

Please can you improve cost centre functionality. Currently we have to use "Projects" which is very one dimensional & we can't even download P&L activity to include the project field. Very limiting unfortunately
Guest over 1 year ago in IRIS KashFlow / Projects 0 New

In each Project, ability to produce a downloadable word doc which we could email to clients so they can sign off on the project (as you can for invoices and quotes)

What we want is basically a download/print button at the top right of the screen, as you have in the invoices and quotes sections, so that we can download a one page word doc containing all the info contained in the Project Order Details box, incl...
Nicky McGregor about 7 years ago in IRIS KashFlow / Projects 7 Acknowledged

Assign Projects to Chart of Accounts Codes

No description provided
Guest almost 2 years ago in IRIS KashFlow / Projects 0 New

Link projects to bank feed

When I import the bank I want to immediately allocate to one project rather than have to duplicate my work and go back after and repost. Also for historic work, I should be able to allocate all invoices from one customer to a project as one entry....
Sharon Minkin ACA over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

Project heading on Purchase Invoice view screen

The current Sales Invoice view screen includes the heading "Project". Therefore, it can be easily seen what invoices have been assigned to a project and more importantly which have not! Unfortunately, the Purchase Invoice view screen does not cont...
joanne murtagh almost 2 years ago in IRIS KashFlow / Projects 0 New

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 almost 8 years ago in IRIS KashFlow / Projects 1 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 about 6 years ago in IRIS KashFlow / Projects 0 Acknowledged