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Show Project Name in Invoice & Quote List

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
  • Derek
  • Jan 10 2017
  • Acknowledged
  • Jan 10, 2017

    Admin response

    Hi Derek, I have discussed this with our development team and they agree that this is a great idea. For now, we do have the option to filter by project code within the system that could solve your issue. Building additional functionality into the application would depend upon demand from users as we are reluctant to add a further column to an already very busy page!
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  • Nichola commented
    19 Jan, 2017 04:49pm

    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

  • Tim Ashton commented
    10 Jan, 2017 09:15am

    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.

  • Brett Armstrong commented
    10 Jan, 2017 09:15am

    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.

  • Dan commented
    10 Jan, 2017 09:15am

    Project code is another number! With screens getting wider there is more than enough room for a job title column:

  • +18