Project
Tag spend by initiative, subsidiary, or client.
What is the Project screen?
Projects let you tag income and expenses by initiative, subsidiary, or client (for example “AllHeart Web Inc” or “Australia Tour”), so you can see spend broken down by project.
Why does this matter?
Without a Project tag, a report can tell you how much you spent in total, but not which client, trip, or internal initiative it belongs to.
When would I use this?
- Setting up a new client, subsidiary, or initiative before recording spend against it
- Marking a frequently-used project as a favorite
- Reviewing total spend and budget for a specific project
Before you start
You need access to the Project screen under Finance → Inex to add or manage projects.
How to add a new project
- Open Project
Go to Finance → Inex → Project.
- Click Create Project
Click + Create Project.
- Fill in the project's details
Enter a Project name, optional Description, and Budget.
The project table
Each row shows the Project name, Description, Amount, and Budget. Star a project to mark it a favorite for quicker access.
Recovering a removed record
Use View Trash at the top of the page to find and restore a record that was removed.
Example
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