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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 about 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 almost 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

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

Ability to analise all project relaed costs

We have created a project and require to keep track of the total expenditure on this project. However, currently the system only calculates the project expenditure that has gone through the purchase ledger. Project purchases that are analysed dire...
Guest about 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Expand the ability of Projects so we can add Individual budgets/targets by nominal codes

Please can you add the facility to enter budgets by the projects nominal codes, an overall figure doesn't give us the detail we need to see if we are under or overspending on a nominal code. For Example budget for roof materials and labour, separa...
Guest about 6 years ago in IRIS KashFlow / Projects 0 Acknowledged