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My Ideas: 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 almost 4 years ago in IRIS KashFlow / Projects 0 New

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...
Guest over 4 years ago in IRIS KashFlow / Projects 0 New

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

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

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...
Guest over 4 years ago in IRIS KashFlow / Projects 0 New

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

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