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KashFlow Ideas

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Status Acknowledged
Product IRIS KashFlow
Categories Projects
Created by Guest
Created on Dec 21, 2017

enhanced reporting of projects

At present the only report available is a global report based on active or completed projects. It also shows inc VAT info only - which is very strange. It would make the system much more manageable if a selection criteria was included based upon a date range, type of transaction ( sales invoicing, costs, etc.) and with an exc of VAT option.

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    • Charles Hewitt
      Reply
      |
      Oct 9, 2018

      I am not sure of the point of the Projects feature - you cant run any reports on a specific project.  I would expect to be able to at the very least to create

      • P&L for a project
      • Balance Sheet 
      • List the income and expense items

      Not sure of the benefit of Project without these reporting features???

    • Guest
      Reply
      |
      Oct 7, 2018

      A P&L by month by project seems like such a basic requirement, please can this be added to the request as well. Unable to produce a single report which provides all project data for a particular period in Profit and Loss format. 

    2 MERGED

    A report analysing sales and purchases for different subcodes for a project

    Currently the only way to analyse subcodes for a project is to download separate sales and purchase reports into Excel and cut and paste the information
    Guest over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged