assignment Project accounting

Profit and loss, per project

Tag income and cost to a project on the documents themselves, set a budget, and see margin while there is still time to act on it.

Per project

P&L

Budget

vs actual

Billable

Cost tracking

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Overview What you get FAQ Related

assignment Overview

Margin found out too late

If the only project view is at the end, every lesson arrives after the money is gone.

check_circleCosts spread across bills and expenses with no common tag
check_circleBudgets kept in a spreadsheet nobody updates
check_circleBillable costs absorbed rather than invoiced
check_circleNo answer to which type of work is actually worth doing

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label

One dimension, everywhere it matters

Invoices, bills, expenses, spend money and journals all carry the project, so nothing escapes the report.

check_circleProject picker on sales and purchase documents
check_circlePosted documents can be re-coded and repost
check_circleExpense categories keep their project
check_circleRecurring documents carry it through

track_changes

Budgets and milestones

Give the project a budget and milestones, and track completion alongside spend.

check_circleBudget vs actual by project
check_circleMilestone completion tracking
check_circleCommitted cost from purchase orders
check_circleStatus: quoted, active, on hold, closed

insights

Profitability reporting

Project profit and loss reads from the ledger, so it includes cost of goods, FX and journals - not just the documents you remembered.

check_circleProject P&L from the general ledger
check_circleTransactions fold per project
check_circleBillable vs non-billable analysis
check_circleExport to Excel or PDF

help_outline FAQ

Questions, answered

Is the project dimension on every document?

It is on the documents where it makes sense - invoices, bills, expenses, spend money and journals. Quotes and credit notes inherit it where it applies.

Can I re-code a posted document?

Yes, and the general ledger reposts to the new project so the report stays true.

Does it work with cost centers?

Yes. Cost centers and projects are separate dimensions and can be used together.

Is it available on every plan?

Projects is a plan feature. See the pricing page for which plans include it.