How do i create Projects?

Question asked by Olu Shonowo 8 years ago

I run a construction company, I noticed on clear books, there is an option to group expenditure into projects. How can I create projects?

thanks

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Hi Olu,

Our support guide here https://www.clearbooks.co.uk/support/guides/projects-settings-2/new-navigation-create-project-assign-invoice/ takes you through the steps for setting up projects on the system.

Once that was done, you will be able to assign them to transactions, journals, invoices and time sheets. You will be able to view and edit the individual projects that are created via the Tools menu and you can also generate a report showing the profitability of each one.

I hope that this has been helpful. If you have any further questions, please do let us know.

Kind Regards,

Natasha

Best answer
8 years ago

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