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Status Acknowledged
Product IRIS KashFlow
Categories Projects
Created by Guest
Created on Jan 10, 2017

allowing bank feed transactions to be assigned to projects, especially with Rules

Projects are very helpful in Kashflow, but if the bank feed is the driver that creates new P&L & BS transactions then it's difficult to find them and assign them to projects. When creating new invoices & purchases using the bank feed, it should be possible (including through matching rules) to assign a project.
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  • Michelle Bennett
    Reply
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    Jul 6, 2021

    What has happened with this idea? Why hasn't it been implemented in over 4 years?

  • Guest
    Reply
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    Jan 10, 2017

    Reece - I agree that if Projects are enabled within Kashflow then they should be integrated fully. I am having problems because I'm extracting data to Excel to run custom reports and management accounts and there is no way to get the Project information in the same report as transaction data.

  • Guest
    Reply
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    Jan 10, 2017

    Hi Reece,

    Thank you for your suggestion. Great idea, I will discuss this with the development team

  • +4