If a company works on a project basis, it may be useful to see profit and loss for each completed project. Follow these steps to see how to allocate an invoice to a project.

Step 1.

Navigate Settings > Configure system> Toggle features

Toggle features

Step 2.

Select Features in the tab on the left and ensure the checkbox beside Projects is ticked.


Step 3.

Navigate Tools > Projects.


Step 4.

Click on the Create Project button.

Step 5.

Enter the project details and then click Confirm.

Alternatively, when creating an invoice which needs to be allocated to a new project, click on the blue icon next to the Project drop down box which opens the above form to create a new project.