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Job Numbers

I would ike to be able to create a job and then have sub categories within that job i.e. Job 744 Hotel California Job 744-01 - Bar Top Job 744-02 - Footrail Job 744-03 - Bar Pumps I would like to be able t run a report on the full job but breaking...
Guest over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

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 over 6 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 over 6 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 over 6 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 almost 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 almost 7 years ago in IRIS KashFlow / Projects 0 Future Consideration

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 about 7 years ago in IRIS KashFlow / Projects 0 Already exists

Ability to print project reports with profitability between two dates

At the moment the Global Project Report is for all time. It is not possible to print a summary report, of all projects by profitability between two dates. This is necessary for year end accounting and provisioning
Giles Elliott about 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

Show a list of services/items that have been allocated to a project on the right of the screen that can be added line by line to the invoice

Please can you add the facility to show all services and items with cost that have been allocated to a project so that they can then be imported in to the invoice line by line or in bulk.
Steve Berry over 7 years ago in IRIS KashFlow / Projects 1 Acknowledged

Report to Show Invoices that are NOT allocated to a Project / Site.

It is easy to forget to allocate an invoice to a Project when you are creating an invoice but there is no way of checking / reallocating invoices that have their Project value as 'none' .You'd want to be able to 'Date Filter' this report and be ab...
Guest over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged