This guidance advises on how to assign a transaction to a Project. Please note that the project must first be created within KashFlow.
Assign to Invoice
Existing Invoice
Assign an invoice to a project by going to Invoices> Select the invoice > Click Edit > Select the project using the drop down > Save.
If you have got projects enabled at line item level in your Project Settings, you can assign line item on an invoice by going to Invoices > Select the invoice > Click Edit > Select the project using the drop down on the line item > Save.
New Invoice
Assign a new invoice to a project by going to Invoices > Create > Enter in the details and select the project using the drop down > Proceed to create the invoice.
If you’ve got projects enabled at line item level in your project Settings, you can assign new line items to a project by clicking the Add A New Item To This Invoice button > Use the project drop down to select the project to attach this to > Proceed to create the line item.
Assign to Purchase
Existing Purchase Receipt
Assign an receipt to a project by going to Purchases > Select the receipt > Select the project using the drop down > Save.
If you have got projects enabled at line item level in your Project Settings, you can assign line item on an receipt by going to Purchases > Select the receipt > Click Edit next to the line item > Select the project using the drop down > Save.
New Purchase Receipt
Assign a new receipt to a project by going to Purchases > New Receipt > Enter in the details and select the project using the drop down > Proceed to create the invoice.
If you’ve got projects enabled at line item level in your project Settings, you can assign new line items to a receipt by clicking the Project drop down on the line item to select the project to attach this to > Proceed to create the line item.
Bank Transactions
New Bank Transaction
To assign a new bank transaction to a project go to Bank > View/Add Transactions and add a new transaction and use the project drop down to select the project.
Existing Bank Transaction
To assign an existing bank transaction to a project go to Bank > View/Add Transactions > Select the bank transaction from the transactions list > Use the project drop down to select a project.
Journals
New Journal
Assign a journal to a new journal by going to Journals > Add a New Entry > When adding journal lines just use the project drop down to add lines to a journal.
Existing Journal
Assign a journal to n journal by going to Journals > Select a journal > Use the project drop down on the right to select lines to add to a journal.