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1 Vote

Global Project Report to contain all p/l categories

I would like to have a report that gives p/l by project. At present, I have over 40 live projects and to run a p/l report means that I have to go into each one, run a profit and loss report, download it the data. Then transfer that to a main sprea...

Created 25 Sep 14:51 by Alison Bryan

IRIS KashFlow / Projects

1 Acknowledged
1 Vote

link project data between Kashflow and Calendar (ical) etc

I use projects for all my work and find that I'm entering the project details in Kashflow, project name, customer, start and finish date etc and then all this same data i put on my online calendar (ical) which syncs with my phone etc. It would be ...

Created 25 Sep 08:36 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Ability to allocate more than one project to invoice/purchase

Would be useful to allocate more than one project to invoice/purchase. Also maybe we can create sub-projects nested under parent project: Marketing / Inbound / Content ?

Created 15 Jul 10:09 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Add commencement date completion date columns to global project report.

More and more we're relying on breaking the work we've done into time periods. Specifically for R&D tax credit applications at the moment. It would be useful to be able to pull all projects from a specific tax period for analysis instead of ha...

Created 05 Apr 08:58 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Being Able to Upload Project Numbers in a Journal Upload

This would benefit anyone who uses the project function as currently I have to upload a journal then go into that journal and assign a project manually to every line which can be very laborious.

Created 05 Feb 12:59 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Transaction report that includes project numbers

So I can ensure all transactions are allocated to a project

Created 19 Dec 12:20 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Projects across the whole platform, please...

Every part of the system needs to have projects, from Iris Insight to the whole of Kashflow and SNAP. Kashflow is a great product for helping clients go from poor record keeping to good quality record keeping and once on board they can soon advanc...

Created 22 Nov 14:12 by Guest

IRIS KashFlow / Projects

0
1 Vote

Credit card transactions not able to show up on project totals even though they are assigned to projects

please can you allow for transactions to be added to projects. At the moment once you assign transaction to project, it is not included in project total which is bizarre. This has happened to my mbna credit card csv uploads in which I have to run ...

Created 17 Nov 16:38 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Projects - Ability to export project based reports into excel

at the moment we can only look at lists on the screen when using projects and it would be far more helpful to be able to download into excel so that tailored projects can be sent to project holders

Created 05 Nov 16:58 by lisa bartup

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Departmental trial balance or Profit & Loss

Kashflow is set up with departments. However, Kashflow can not produce a departmental profit and loss or trial balance showing the departmentalised values, thus rendering the departmental analysis completely useless. What is the point of having th...

Created 08 Oct 08:55 by Guest

IRIS KashFlow / Projects / Reports

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