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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.
  • Reece
  • Jan 10 2017
  • Acknowledged
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  • Tim Ashton commented
    10 Jan, 2017 09:19am

    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.

  • KashFlow Product Manager commented
    10 Jan, 2017 09:19am

    Hi Reece,

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

  • +4