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Project to be shown when opening a Purchase

When opening a Purchase, you currently have to press the Edit button to view which project it refers to and then re-save the purchase. It would be quicker and more convenient for the project to be shown immediately upon opening a purchase, rather ...
Guest about 8 years ago in IRIS KashFlow / Projects 1 Acknowledged

Enter budget figures on a line by line basis on projects and be able to run reports showing this comparison data

No description provided
Guest over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

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...
Guest about 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

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
Guest over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

Include the date fields on the Global Project Report

The global project report needs the two date fields to be included as it would be very useful when export this so that it can be manipulated in excel and things like gantt charts etc can be used.
Guest over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

Supplier Summary, by Project

It would be useful to be able to produce a report in the Projects module to show a summary of activity by Supplier, with the function to then drill in to see the detail. My client is a construction company and therefore has stage invoices from ...
Guest over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

A fast method of assigning project numbers to transactions.

We use projects extensively for reporting purposes in our charity. We bring in circa 300+ Paypal payments in a month and each generates two transactions - the actual sale and the Paypal charge giving upwards of 700 transactions. At present the onl...
Nick Robinson about 8 years ago in IRIS KashFlow / Projects 1 Acknowledged

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 over 1 year ago in IRIS KashFlow / Projects 0 Acknowledged

EXCLUDE VAT from project totals, by default

Could you please make the project totals NOT INCLUDE VAT ? I would have thought that most VAT registered businesses wouldn't want to include VAT in their project totals and those who aren't VAT registered - well, it won't affect them. As it is, ev...
Guest almost 3 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