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…
Read moreThe Global Project Report supplies an overview of all projects on a singular CSV spreadsheet file. Running the Report First access this report by going to Reports > Business > Global Project Report The drop down list contains three options by which to set the parameters of the report: Completed Projects…
Read moreThis article advises on how to create a new project in KashFlow
Read moreThe Income by Product report allows you to see all transactions associated to a specific product, and you can also filter it to show what is associated to a specific project. Access this report by going to Projects > Selecting the Project > Income by Product report. Running the Report Using the…
Read moreThe Income by Sales Code report allows you to see all transactions associated to a specific sales code, and associated to a specific project. Access this report by going to Projects > Selecting the Project > Income by Sales Code report. Running the Report Using the options on this page, select;…
Read moreThe project monthly profit and loss report is a financial statement that summarizes the revenues, costs and expenses incurred over a calendar month, filtered by project. Running the Report To run the Project Monthly Profit & Loss (P&L), go to Projects > Select the Project > Monthly Profit & Loss report on the…
Read moreThe Nominal Ledger report generates a complete list of all transactions against a Nominal Code over a set date range; this report can be filtered by Project to list only the transactions attached to that. Running the Report Access this report by going to Projects > Click on the Project…
Read moreA Profit & Loss Report lists your turnover less your Cost of Sales to give you your Gross Profit. Expenses are then subtracted from your Gross Profit to give you your net profit. Running the Report Access your Profit & Loss report by going to Projects > Click on the Project…
Read moreSee how IRIS KashFlow works with your business and your books
