Projects

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Report to check Purchase invoices are all assigned to projects correctly.

if Purchase invoice isn't allocated to projects in error this can affect costings for projects, a report that can be ran monthly would eliminate any errors. Maybe add Project column to purchases as don't need to print report, a visual check would ...

Guest over 3 years ago in IRIS KashFlow / Projects 0 New

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...

Jonny Shire over 7 years ago in 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.

Guest over 7 years ago in 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.

Guest almost 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

2 VOTE

Project details to nominal ledger reports

No description provided

David Lushington almost 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

1 VOTE

Report by Customer Order Number / Job Number

It would be very helpful to our business to be able to report on turnover / amount outstanding / retention remaining by a unique customer order number or job number. At the moment I have to record each 'project' manually. We could have up to 20 in...

Louise Saunders over 4 years ago in IRIS KashFlow / Projects 0 New

1 VOTE

Report by Customer Order Number / Job Number

Louise Saunders over 4 years ago in IRIS KashFlow / Projects 0 New

1 VOTE

Allow project numbers to be alpha numeric not simply sequential. Or, to allow project numbers to be given an aoptional prefix or suffix.c

At present when creating a new Project KF generates the next sequential number. This is not ideal to our business we would prefer to allocate a 'project number' in an alpha numeric form, e.g. RFH 380. . We would be OK to leave the sequential numbe...

Guest almost 5 years ago in IRIS KashFlow / Projects 0 New

1 VOTE

adjustable width of columns when viewing the Projects tab

Currently, the width of the columns in the Projects tab are fixed, so if you have long project names, you can't see the full name. the 'Customer' field is much wider, and to accommodate different user requirements, making the columns user adjustab...

Guest almost 5 years ago in IRIS KashFlow / Projects 0 New

1 VOTE

Add a Project to multiple invoices

Specific projects (these are teaching courses in our system) are paid through paypal, all courses have a unique title that can be searched e.g. searching for "14th" brings up all the delegates who have paid for the "Uropathology EQA meeting and 14...

David Griffiths over 5 years ago in IRIS KashFlow / Projects 1 Acknowledged

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