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Implement a WIP column on the GLOBAL PROJECT REPORT

At present when you run a GLOBAL PROJECT REPORT it outputs all the relevant figures except the WIP figure. This seems a little bizarre because Kashflow shows the WIP figure when you click on the project, so it seems to have the information but isn...
Guest almost 7 years ago in IRIS KashFlow / Projects 0

Convert a Quote to a Project

My business issues quotes to clients, which we convert or add to a project when they are won. At the moment we have to create a new project manually when winning a quote, if the project has not already been created. It would be very useful for us ...
Guest almost 7 years ago in IRIS KashFlow / Projects 0

Reports should list transactions even if the total value is netted to zero

The Project P&L report does not list transactions when the total value is netted to zero. No report should NOT display anything if the total value netts to zero - you need to see the detail so you know it is correct.
Guest almost 7 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

Purchases allocated to projects to be itemised individually/ separately within the Project Reports page and not grouped as a total based on the overall purchase which often includes amounts associated with different projects.

I often purchase a number of items from the same company at the same time for different projects. These are listed on the suppliers invoice to me and when I add these to Kashflow as a single but itemised purchase I allocate each item to the releva...
Guest about 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

Add a function to include the source reference for projects not just customers

Currently Kashlfow allows a 'source' to be identified for customers, which can be useful, however I would find it more beneficial to have the ability to allocate a source to a project as well. This would allow for a finer grain of detail when anal...
Guest about 7 years ago in IRIS KashFlow / Projects 0 Future Consideration

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

enhanced reporting of projects

At present the only report available is a global report based on active or completed projects. It also shows inc VAT info only - which is very strange. It would make the system much more manageable if a selection criteria was included based upon a...
Guest about 7 years ago in IRIS KashFlow / Projects 2 Acknowledged

Allocate purchase items to a project

Sorry, this idea was posted in error. The system already supports the allocation of purchase items to a project.
Guest over 7 years ago in IRIS KashFlow / Projects 0 Already exists