Project Report – Income by Sales Code

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 the date range for the report, these dates are inclusive.
  • Invoices – Issued or Paid. Invoices issued will show all invoices between these two dates regardless of paid status. Paid will show only those with payments against them.
  • Project – This will automatically default to the project you previously selected by can be changed if required.
  • Source – You can further filter this report by a specific source if required.

When ready, click Re-Run Report.

You can also access this report in Reports > Sales > Income by Sales Code.

The data will display as a pie chart towards the bottom of the page, you can download a breakdown of this report by clicking the Download CSV button.

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