Anyway to show transaction or create (income/expense) against a project?
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Benjamin Lam_9401341
Member Posts: 2 Novice Member
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Hi,
Is there anyway we sort income and expense transactions by project?
Thanks,
Ben
Is there anyway we sort income and expense transactions by project?
Thanks,
Ben
1
Comments
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Hi Ben
Assuming you have the Projects module enabled in Reckon One, you can create a profit and loss report for a project or projects. This will show income and expenses for a particular project.
To do this:
1. Go to Reporting > Reports Centre > 'Financial' category
2. Generate a profit and loss report
3. Choose 'Show more options'
4. On the Projects button choose 'Selected' then you can choose a particular project
5. Refresh the report
To allocate a transaction to a project, when you add the invoice, bill or journal, you will be able to select a particular project for each row of the transaction.
Let us know how you get on.
Regards
Jon Martingale
Reckon One UK0 -
Is there anyway we sort income and expense transactions by project? Please grab a dictionary and check what transaction means0
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A report that includes the transaction information, including the project is under Report centre / Advisor / Ledger transactions but you have to sort yourself.
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