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...
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...
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...
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.
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.
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 ...
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...
When Printing Show the Project Number on Purchase Orders
We use project numbers on everything we do including; quotes, invoices, purchase orders etc. There should be a field when printing Purchase Orders that shows the project number.
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.
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...