Projects: How do I view a breakdown of expenditure in Projects

Question asked by Lee Martin 11 years ago

I may be missing something very obvious here.

How do you view a breakdown of all your expenditure in a "Project"?
And how do you view a breakdown of income in a "Project"?

2 Replies

Hi Lee,

You can view the income and expenditure of a project by heading to Reports > Financials > Profit & Loss. Choose the relevant project in the drop down 'Filter by Project' and select the date rage or period.

The break down of the income and expenditure will can be drilled down by clicking on the total figures for the account codes relating to income and expenditure (e.g. total revenue and salaries respectively).

You can then click on these amounts which will bring up a transaction report. You can click on the amounts under the Expenditure and Income columns to find out where the figures come from.

Kind regards,

Berhan

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