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KashFlow Ideas

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Display Project field in Purchase order / Invoices

In Kashflow already there is project field available for user to input values while creating a Purchase order or Invoice, which allows users to categorising each line item in Purchase Order or in Invoice as per project. But the Project field does not get displayed in Purchase Order or in Invoice once it is saved.

Displaying the project values in Purchase order or in Invoice will help user to show there customers/vendors in more detailed each line categorization with Purchase order/Invoice.

  • ADMIN RESPONSE
    Jan 12, 2024

    To add a project field in Invoice and Purchase Invoices go to 'Project Settings' (link here https://app.kashflow.com/ProjectOptions.asp) and select the option to include the project name on invoices and separately purchase invoices. Quotes and PO have a project field in the header level

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    • Paul Attrell
      Reply
      |
      Aug 16, 2018

      Is it possible to add a new column into the Invoices and purchases pages please?
      I would like to be able to see the Project references as well as the Purchase Order (Invoices) or Supplier Reference (Purchases)
      Thanks

    • Guest
      Reply
      |
      May 23, 2017

      Yes please - this will save me a lot of time as I need to match projects to subcontractors on their invoices and currenlty have to type in the codes by hand!