If you are using the classic version, please refer to: How to create a Project ?
How To Create Project (New Vers.)
Creating a project involves organizing financial activities to generate and view invoices and reports, ensuring accurate record-keeping and tracking.
Learn How To
- How To Create Project (New Vers.)
- How to view related Sales invoices/ Purchase Invoices/ Expenses/Quotations issued in different projects
- How to View profit and loss statements filtered by different projects
1. Click on Products/Services and select Projects
(If you can't see the project in the menu, it means your account has not enabled the project feature. You may ask customer service for help.)
2. Click on Add New
3. Enter the project name
4. Choose a start date
5. Choose a completion date
6. Click on Save
7. Check the toggle to switch to the new version
8. Click on Sales and go to Sales Invoice
9. Click on Add New
10. Select the project you created for the sales invoice
How to view related Sales invoices/ Purchase Invoices/ Expenses/Quotations issued in different projects
1. Go back to projects
2. Click on 'Edit this document'
3. Select the Sale tab to view the sales invoices
(You can also view purchase invoices, expenses, and quotations in the following tabs. You can add new invoices/purchases/expenses/quotations here too by clicking the "Add New" button.)
How to View profit and loss statements filtered by different projects
1. Click on Accounting and select 'View Report'
2. Select Profit & Loss report
3. Click on the filter button
4. Choose your project from the side bar
5. Click on Apply to view your selected project
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