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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 08:19 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 11:29 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 12:13 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 12:37 by Jonny Shire

IRIS KashFlow / Projects

0 Acknowledged
2 Vote

To add a date range option to the Global Project Report

At the moment the Global Project Report only works up to and including 31 December 2017, with no option for a date range selection. It would be very useful to be able to identify costs in a project on a monthly basis and for a financial year.

Created 24 Apr 07:36 by sue mcintosh

IRIS KashFlow / Projects

0 Acknowledged
2 Vote

project column to be filled automatically

i would like to be able to mark a project as a default project so when creating an invoice the project column will be filled automatically

Created 14 Mar 12:23 by Guest

IRIS KashFlow / Projects

0 Acknowledged
2 Vote

Project Field / Seach / Report

There are two date fields in the project (for dates). They are perfect for reporting but are not included in the report download - If a field is actively used why is it not included in the global report

Created 14 Nov 14:13 by Guest

IRIS KashFlow / Projects

2 Acknowledged
2 Vote

Purchase Orders in Projects

If there was a Purchase Order field in the Project page which dragged across to the global project report it would save me a lot of time doing VLOOKUP function searches and cross referencing for monthly reports. It could also automatically populat...

Created 04 Aug 14:14 by Jonny Shire

IRIS KashFlow / Projects

0 Acknowledged
2 Vote

Assign multiple Customers to a project

At the moment you are able to assign one Customer to a project but this doesn't auto fill the project box. To save time when posting invoices it would be good if, when you create invoices, those customers are automatically assigned to a project.

Created 28 Jul 08:15 by Guest

IRIS KashFlow / Projects

0 Acknowledged
2 Vote

To be able to assign more than one customer to a project.

The nature of our projects is that there may be more than one customer to each project. Allocation of more than customer to project would allow more meaningful review of the project 'performance' rather than simply of the customer.

Created 31 Mar 06:34 by Guest

IRIS KashFlow / Projects

0 Acknowledged