Projects

Go to: Company > Extra > Projects

The Projects module lets you track income and expenses tied to specific jobs, assets, contracts, or activities. All related financial data is summarized in a dedicated Project Income Statement (Profit and Loss view), giving you clear insight into each project's profitability.

Real-World Project Examples by Industry

•Photocopier / Printing Business — Monitor the performance of each individual machine (e.g., "Photocopier - Branch North").

•Agriculture / Farming — Assess profitability per plot, field, or crop cycle (e.g., "Farm Portion A – Maize 2025").

•Transport / Logistics — Track revenue and costs per vehicle (e.g., "Truck TJ 84 GP – Long Haul").

•Construction / Contracting — Evaluate individual sites, jobs, or phases (e.g., "Renovation – Client Smith Residence").

•Events / Services — Measure profit per event, campaign, or client project.

How to Manage Projects

1. Go to Company > Extra > Projects.

2. You’ll see your existing projects listed.

3. To create a new one: Click Add (or Add/Edit).

4. Enter a clear Project Name, optional Description, Start/End Dates, and any relevant Customer/Notes.

Linking Transactions to a Project

Assign income or expenses to a project directly in these areas:

•Cash Journals

•Customer Journals / Receipts

•Supplier Journals / Payments

•Invoices (Sales)

•Credit Notes

•Job Cards / Work Orders

•Bank Manager / Bank Transactions

Simply select the relevant Project from the dropdown when creating or editing these entries.

Viewing Project Financial's

1. Select the desired project from the list.

2. Click Project Income Statement.

The report shows:

•Total Income allocated to the project

•Total Expenses / Costs

•Gross Profit / Net Profit