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Feature Guides

Project

Project will allow you to track profitability of your business by tagging your invoice and expense to specific project.

Watch the video guide
Same steps, shown on screen.

Navigate to "Project" tab and select "Add new" button"

Project – Step 1: Setting up a new project

Project – Step 2: Insert project details

🔹 Project Name (Required)

Name of the project that you would like to call

🔹 Project Description (Optional)

Brief description of the project

🔹 Tag invoice to a project

Project – Step 3: Tag your invoice or expense with project (1/2)

🔹 Tag expense to a project

Project – Step 3: Tag your invoice or expense with project (2/2)

🔹 Track profit/loss for each project

Project – Step 4: Monitor the project (1/2)

🔹 View linked invoice and expense in a particular project

Project – Step 4: Monitor the project (2/2)

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