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Create project
You can use Projects when you want to follow up parts of your business at a more detailed level and over multiple financial years.
- Select Accounting - Projects.
- Select New project.
- Fill in the project details.
- Choose Save and the project is shown in the project list.
Field explanations
Ongoing projects
A checked box means that the project is active and shown in the Ongoing projects list. When a project has been closed, you uncheck the box. You can no longer then select the project on invoices and other documents. An unchecked and closed project is shown in the All projects list.
Project time period
Fill in the dates for the period the project is planned to be ongoing. If you do not know the finish date for the project, you can leave the second date field empty. The date interval can even be adjusted later.
Customer
If you link a customer to the project, the project is automatically indicated on all quotes, orders and invoices to the customer. If you have certain quotes, orders and invoices for the customer that should not be linked to the project, you can remove the link on the respective documents when you create it.
Notes
The field is used for reminder notes about the project. These notes are only visible in edit mode for projects and are not transferred to documents such as quotes, orders and invoices.
Related topics
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Project |
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Link project to document |
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