Tracking project profitability

If you wish to generate a Profit and Loss report by project, simply assign the documents you create in Wafeq to a project.

Learn by watching

Watch this video to see how you can track your profit by project.

Tracking project profitability

Step-by-step instructions

To generate reports by project, simply assign the documents you create in Wafeq to a project. You can assign any of the following to a project:

• Invoices
• Quotes
• Credit notes
• Cash invoices
• Bills
• Debit notes
• Purchase orders
• Expenses
• Payslips
• Manual journals
• Bank transactions

You can then filter reports by project. For example, in your Profit and Loss report, under the Filter menu choose the project you'd like to filter on.