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Assigning Projects

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.

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