Is it possible you could add a small feature to show tt he project name in the invoice and quote list pages? we deal with site names and having to refer to invoice numbers is a little confusing.
Many thanks
ADMIN RESPONSE
Sep 15, 2021
Hi, This has been implemented where we have a project column on both the Invoices as well as Quotes list pages
This should be an optional feature. The way we use projects is for internal use and would confuse customers if this started appearing on their invoices
I agree Brett. I think the Project functionality is slightly ignored in Kashflow and although it can be entered in almost every transaction, it's almost impossible to get the Project data to appear in any reports, other than the Nominal Ledger and the Project report.
I'd like to see the Project number or name displayed in all reports if Projects have been enabled.
We are being asked by our clients to list project names against invoice numbers on the statements that we send to them so that they can readily identify each invoice.
This should be an optional feature. The way we use projects is for internal use and would confuse customers if this started appearing on their invoices
I agree Brett. I think the Project functionality is slightly ignored in Kashflow and although it can be entered in almost every transaction, it's almost impossible to get the Project data to appear in any reports, other than the Nominal Ledger and the Project report.
I'd like to see the Project number or name displayed in all reports if Projects have been enabled.
We are being asked by our clients to list project names against invoice numbers on the statements that we send to them so that they can readily identify each invoice.
Project code is another number! With screens getting wider there is more than enough room for a job title column:
https://kashflow.uservoice.com/forums/288652-requested-features/suggestions/16707367-show-1st-line-item-on-invoices-purchases-quotes-li