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Hello Mandyarnold771-m,
Welcome to the Community page,
Yes you can, if you have classes switched on, you can run an individual profitability report for each project by following these steps
you can also customise the report to include other projects or run a separate report called profit and loss by customers. this report allows you to view income, expenses, and net income (profit or loss) to all customers or projects.
with regards to the custom fields, you can add the option by following these steps:
The option will appear in customer transactions like invoices or sale receipt. You can also run a transaction list by customer report and customise it to add the custom fields as a column.
Hello Mandyarnold771-m,
Welcome to the Community page,
Yes you can, if you have classes switched on, you can run an individual profitability report for each project by following these steps
you can also customise the report to include other projects or run a separate report called profit and loss by customers. this report allows you to view income, expenses, and net income (profit or loss) to all customers or projects.
with regards to the custom fields, you can add the option by following these steps:
The option will appear in customer transactions like invoices or sale receipt. You can also run a transaction list by customer report and customise it to add the custom fields as a column.
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