Help us improve

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
  • Guest
  • Jan 10 2017
  • Released
  • Sep 15, 2021

    Admin response

    Hi, This has been implemented where we have a project column on both the Invoices as well as Quotes list pages

  • Attach files
  • Guest 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

  • Guest 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.

  • Guest 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