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

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  • Updated 5 months ago
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Hi,

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

Thanks,
Ben
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Benjamin Lam

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Posted 5 months ago

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Jon Martingale, Employee

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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 UK
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Benjamin Lam

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Is there anyway we sort income and expense transactions by project? Please grab a dictionary and check what transaction means