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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

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.

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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 over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

add invoices to projects

It would be much easier if there was a way to assign a transaction when reconciling through bank feeds, to a project straight away. rather than reconciling then finding the purchase under a supplier and then assigning to project.
Guest over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Purchase Order Report showing Job Numbers

I would like to be able to run a report on purchases for this year, with the job numbers on the report
Guest over 6 years ago in IRIS KashFlow / Projects / Purchases / Reports 0 Acknowledged

Additional Users - Project Only

We have administration staff who need to set up projects, but not have access to the other information on Kashflow. Please could you make this possible.
Guest over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Multiple Budgets On Projects

We have a projects that use 3 or more pots of budget for billing and expenses. Please could there be a solution to integrate split budgets in to the projects. This would help immensely as currently we use several spreadsheets to do this job.
Jonny Shire over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

To add a date range option to the Global Project Report

At the moment the Global Project Report only works up to and including 31 December 2017, with no option for a date range selection. It would be very useful to be able to identify costs in a project on a monthly basis and for a financial year.
sue mcintosh almost 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

project column to be filled automatically

i would like to be able to mark a project as a default project so when creating an invoice the project column will be filled automatically
Guest about 7 years ago in IRIS KashFlow / Projects 0 Acknowledged