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.


projects


Step 3.


Navigate Tools > Projects.


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.