Project-wise Profile & Loss Reports
under review
Mitesh from Refrens
Hello David Martin Cyrille Gosset,
You can now track project-wise profitability with tag-wise reports. Just tag your invoices/expenses with the project name & view reports for a particular project from accounting reports > tag-wise project reports.
see details here: https://refrens.canny.io/changelog/track-profitability-of-each-project-with-tag-wise-project-reports
Vaidik from Refrens
Hi David Martin Cyrille Gosset: we're working on this and soon you'll be able to track Project-wise profitability soon via tags.
Cyrille Gosset
Same need. We need to link a Purchase (quote, order, invoice) to a Sales (quote, order, invoice), or assign both sales and purchase documents a unique project ID (or lead ID?) to track sales/product document process and control margin.
Mitesh from Refrens
under review