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

RELATED IDEAS

Add project name / reference column to audit trail report

would help to provide a quick way of review all project transactions both individually and in total, and as an csv report allow us to interogate and compare projects. A small addition to the existing report would be much easier than creating further project reports from scratch.

It would
- help to check that all parts of an invoice have been allocated to the correct project, and spot any lines of invoice not allocated a project. I have not seen a report to help identify unallocated items

- the current nominal ledger project filter does provide transaction details, but does not provide a way to error check that all transactions are included. and the full nominal report does not have the project details.

Thanks, Neil.
  • ADMIN RESPONSE
    Jan 10, 2017
    Hi Neil, We definitely need something like this within the app and have had a number of requests for a project reporting tool. Your suggestion to make changes to an existing report would certainly make sense, we will be looking at this shortly after our summer release to see if we can implement some changes.
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