Tracking project profitability



Track the profitability of each project you execute by linking different accounting transactions to the appropriate project. When invoices, purchase bills, and expenses are associated with projects, you can filter reports by project to assess the financial performance for each one.

In this guide, we’ll walk through how to link documents to projects and generate a detailed profitability report for each project.

Linking Transactions to Projects

When creating any transaction in the system, you can associate it with a specific project by using the Project field shown within the transaction page.



Filtering Reports by Project

Once transactions are linked to projects in Wafeq, you can easily view each project's financial performance through the available reports.

Go to Reports from the main menu, then open the report you wish to view.

Click on the Filter button, select the project or projects you want to focus on, and then click Apply to update the report to show only the relevant transactions.