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Can a project allocation be added to the journal csv import template?

I have a client that uses projects to identify income and expenditure across multiple income streams. They use consistant nominal codes across these projects but I need to reallocate how the projects are recorded historically. At the moment this i...

Created 19 Oct 08:15 by Guest

IRIS KashFlow / Projects

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When importing a journal from csv file the ability to add a project number

As you are already able to input a project number when inputting a journal manually it makes sense to able to also do this when importing a journal from a CSV file. Currently you have to import the journal and then manually edit each line to alloc...

Created 29 Jun 11:03 by Guest

IRIS KashFlow / Projects

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Financial Project Report - Run the Global Project Report for a particular time period for all projects - not just for individual projects

We wish to monitor profitability of all projects for a particular time frame - e.g. per month, quarter or per financial year. Being able to see this information without having to manually compile it, will leave time to actually manage the projects...

Created 25 Jan 10:16 by Guest

IRIS KashFlow / Projects

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Under 'Project' I can currently get a pie chart for 'Income By Sales Code'. It would be really useful for me to be able to have a similar pie chart available for expenditure please.

In discussions with another business partner

Created 04 Sep 14:09 by Guest

IRIS KashFlow / Projects

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I have a Client who has requested a project report that can be downloaded into a spreadsheet to show all invoices assigned to a certain project. At present the only way to get these details is to go into every supplier individually.

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Created 10 Jan 11:32 by Guest

IRIS KashFlow / Projects

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Ability to analise all project relaed costs

We have created a project and require to keep track of the total expenditure on this project. However, currently the system only calculates the project expenditure that has gone through the purchase ledger. Project purchases that are analysed dire...

Created 17 Dec 13:37 by Guest

IRIS KashFlow / Projects

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Can a project allocation be added to the journal csv import template?

When importing a journal from csv file the ability to add a project number

Financial Project Report - Run the Global Project Report for a particular time period for all projects - not just for individual projects

Under 'Project' I can currently get a pie chart for 'Income By Sales Code'. It would be really useful for me to be able to have a similar pie chart available for expenditure please.

Include the date fields on the Global Project Report

Supplier Summary, by Project

When Printing Show the Project Number on Purchase Orders

A fast method of assigning project numbers to transactions.

I have a Client who has requested a project report that can be downloaded into a spreadsheet to show all invoices assigned to a certain project. At present the only way to get these details is to go into every supplier individually.

Ability to analise all project relaed costs

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Can a project allocation be added to the journal csv import template?

When importing a journal from csv file the ability to add a project number

Financial Project Report - Run the Global Project Report for a particular time period for all projects - not just for individual projects

Under 'Project' I can currently get a pie chart for 'Income By Sales Code'. It would be really useful for me to be able to have a similar pie chart available for expenditure please.

Include the date fields on the Global Project Report

Supplier Summary, by Project

When Printing Show the Project Number on Purchase Orders

A fast method of assigning project numbers to transactions.

I have a Client who has requested a project report that can be downloaded into a spreadsheet to show all invoices assigned to a certain project. At present the only way to get these details is to go into every supplier individually.

Ability to analise all project relaed costs