Projects

Question asked by John Wright 9 years ago

As a small charity, we carry out a number of projects in our village for which we often get full or part funding. We would like to run an account for each project within Clear Books into which we put the funding and any share that the trust must provide, and then debit that account when purchases are made to show the funds remaining. We want this so that funds for each project are shown separately and that they are not inadvertently spent on another project. Are there any features within Clear Books we could use (e.g. Bank Accounts) or is there a third party add module on available? John Wright

1 Reply

Hi John,

You could use the projects tool to create a project and to assign to specific invoices or bills you create. The guide below explains how to enable this and apply the project to an invoice. If you have any specific queries about this please let me know.

https://www.clearbooks.co.uk/support/guides/tools/projects-settings-2/how-to-create-a-project/

Each project you create will generate a P&L and cashflow report on the Tools>Project menu. You can also filter by project on most search filters on menus throughout the system.

https://s3-eu-west-1.amazonaws.com/uploads-eu.hipchat.com/36185/273538/ekwspvw4m7lxApK/Screenshot_23.png

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