Track a project's income and costs

1. Project
2. Log time
3. Tag lines
4. Profit

A project is a job for a customer. Time, bills and invoices come together in one place, so you can see what each job makes.

How do I start a project?Copy Anchor Link

1. Open SalesProjects and choose New project.
2. Give it a Name and choose the Customer.
3. Add an Estimate (ex GST) to compare against, and a Deadline if there is one.
4. Choose Create project.

How do I log time?Copy Anchor Link

1. Open the project and choose Log time.
2. Fill in the Date, Hours, Who and What was done.
3. Set the charge rate (what the customer pays) and the cost rate (what the time costs you).
4. Tick Billable to the customer if you'll invoice it, then Save.

How do I invoice the time?Copy Anchor Link

Choose Invoice time, pick the entries, the Income account and the Invoice date, then Create draft invoice. You get one line per entry to check before you approve it.

How do bills and invoices get on a project?Copy Anchor Link

When you add a bill or invoice, pick the project on the lines that belong to it. They show under Bills and invoices on the project.

Where do I see the profit?Copy Anchor Link

At the top of the project: Estimate, Invoiced, Costs, Profit and Unbilled time. When the job's done, choose Close project.

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