Projects

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
  • Simplified 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.