Anyway to show transaction or create (income/expense) against a project?

Benjamin Lam_9401341
Benjamin Lam_9401341 Member Posts: 2 Novice Member Novice Member
edited November 2017 in Reckon One
Hi,

Is there anyway we sort income and expense transactions by project?

Thanks,
Ben

Comments

  • Jon_7579451
    Jon_7579451 Reckon Alumni Posts: 46 Former Reckon Staff Member Former Reckon Staff
    edited November 2017
    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 UK
  • Benjamin Lam_9401341
    Benjamin Lam_9401341 Member Posts: 2 Novice Member Novice Member
    edited November 2017
    Is there anyway we sort income and expense transactions by project? Please grab a dictionary and check what transaction means
  • ptnewparadigm
    ptnewparadigm Member Posts: 12 Reckoner Reckoner

    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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