Projects Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/projects/ Accounting & Payroll | Free Trial - No Card Required‎ Tue, 08 Feb 2022 09:44:26 +0000 en-GB hourly 1 https://wordpress.org/?v=6.4.3 https://www.kashflow.com/wp-content/uploads/2019/11/kashflow-icon-2.png Projects Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/projects/ 32 32 Introduction to Projects https://www.kashflow.com/support/kb/getting-started-projects/ Tue, 08 Feb 2022 09:00:40 +0000 http://www.kashflow.com/?p=596 This article advises on how to create a new project in KashFlow

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]]> Project Report – Monthly Profit & Loss https://www.kashflow.com/support/kb/project-report-monthly-profit-loss/ Sun, 07 Apr 2013 12:57:37 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61843 The 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 right. This report will present […]

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]]> Project Report – Income By Product https://www.kashflow.com/support/kb/project-report-income-by-product/ Sun, 07 Apr 2013 12:52:43 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61842 The 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 options on this page, select; […]

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]]> Project Report – Income by Sales Code https://www.kashflow.com/support/kb/project-report-income-by-sales-type/ Sun, 07 Apr 2013 12:49:29 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61810 The 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; Start Date/End Date – Set […]

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]]> Project Report – Profit & Loss https://www.kashflow.com/support/kb/project-report-profit-loss/ Fri, 05 Apr 2013 02:03:01 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61809 A 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 > Profit & Loss Using […]

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]]> Project Report – Nominal Ledger https://www.kashflow.com/support/kb/project-report-nominal-ledger/ Fri, 05 Apr 2013 01:59:18 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61808 The 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 > Nominal Ledger (Under Project Reports) […]

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]]> Projects on Line Items https://www.kashflow.com/support/kb/projects-on-line-items/ Fri, 05 Apr 2013 01:17:05 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61806 By default, when projects is enabled it allows you to attach entire invoices and purchases to a project. This guidance advises on how to instead attach individual line items to a project. Setting Up To set your projects at line level, go to Settings > Project Settings > Tick ‘Let me assign individual lines of […]

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]]> Assigning Projects https://www.kashflow.com/support/kb/assigning-projects/ Thu, 04 Apr 2013 11:14:35 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61786 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 […]

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]]> Project Settings https://www.kashflow.com/support/kb/project-settings-2/ Thu, 04 Apr 2013 11:11:19 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61785 Project Settings allow you to determine how Projects in KashFlow should work. This guidance elaborates on each setting and its function. Access these settings by going to Settings > Project Settings Settings Within this page, use the options to; Enable Projects – Ticking this switches on projects Name – Use this field to rename projects to […]

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]]> Global Project Report https://www.kashflow.com/support/kb/global-project-report-2/ Sat, 16 Mar 2013 19:49:11 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61359 The 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 – these are projects that you have […]

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