Help us improve

Ability to assign a project number to a nominal code so that all transactions in that code are treated as part of that project

We need to account for income/expenditure against grants provided to our charity and use projects for that purpose. Some incomes e.g. payments for after school coaching courses are assigned to one nominal heading. It would be useful to be able to assign a project number to that nominal code so that all transactions in the nominal code would be assigned the appropriate project number.
  • Nick Robinson
  • Jan 10 2017
  • Acknowledged
  • Jan 10, 2017

    Admin Response

    Hi Nick, Thanks for your suggestion. Currently, you can assign specific lines on an invoice to a project, which is about as microscopic as you can go at the moment when referring a certain product or sales code to a project. This can be done under Project Settings. As far as actually automating this process so that any time a sales code is raised it is attached to a project, this is not something that we have considered implementing before as this takes automation to an unprecedented level in KashFlow. Unfortunately this is not on the roadmap at the moment. I hope that I have understood your suggestion correctly.
  • Attach files
  • Gravatar