Transfer money between projects

Question asked by Alec MacKendrick 11 years ago

Hi

We use projects. A project is assigned to each of our consultants. We track how profitable they are. Every now and then, they do a joint piece of work. I don't want to give the client two invoices from us, the same company, but I would like to be able to split the earnings between multiple projects.

Is there a way to transfer money between projects?

Thanks

Alec

2 Replies

Hi Alec

A quick journal will do the job here.

First go to Settings > Toggle > Inv & Exp and make sure Project Invoice Items is ticked

Then head to Tools > Journals > Create

DR the project you don't want the revenue in CR the one you do

See screenshot:

file

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are