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Projects

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Associate project to expenses

At the moment, projects can only be associated to purchase invoices. Can't associate a project to an expense. Which makes no sense because expenses are still part of what our clients are billed for. So instead we have to do it manually. Also, it w...
Guest about 1 year ago in IRIS KashFlow / Projects 0 Acknowledged

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

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...
Alison Bryan over 5 years ago in IRIS KashFlow / Projects 1 Acknowledged

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 ...
Guest over 5 years ago in IRIS KashFlow / Projects 0 Acknowledged

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 ?
Guest over 5 years ago in IRIS KashFlow / Projects 0 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 almost 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

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...
Guest almost 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

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.
Guest about 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

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.

No description provided
Guest about 6 years ago in IRIS KashFlow / Projects 1 Acknowledged

Transaction report that includes project numbers

So I can ensure all transactions are allocated to a project
Guest about 6 years ago in IRIS KashFlow / Projects 0 Acknowledged