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.
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.
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.
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.
There are two date fields in the project (for dates). They are perfect for reporting but are not included in the report download - If a field is actively used why is it not included in the global report
If there was a Purchase Order field in the Project page which dragged across to the global project report it would save me a lot of time doing VLOOKUP function searches and cross referencing for monthly reports. It could also automatically populat...
At the moment you are able to assign one Customer to a project but this doesn't auto fill the project box. To save time when posting invoices it would be good if, when you create invoices, those customers are automatically assigned to a project.
To be able to assign more than one customer to a project.
The nature of our projects is that there may be more than one customer to each project. Allocation of more than customer to project would allow more meaningful review of the project 'performance' rather than simply of the customer.
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