Forum Discussion
Hi apeter
Thanks for your post. The Find transactions window is for searching/locating transactions so won't give a total. If you need to track individual expenses you would use accounts, for example, all costs for presenters would be allocated to an expense/cost of sales account called Presenters. You could then run reports, including the P&L and General ledger, to get a total of that expense for the selected period.
To track the costs and profit of projects you'd use Jobs. For example, you have a bill for a presenter that relates to a project. You'd allocate the cost to the presenter account and assign the project job. That way you can track what you've spent on presenters and the cost of projects.
Please let me know if you need further help.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
I tried jobs. Not impressed.
I can't see how to check expenses for a particular time period.
i can't see how to display all the transaction for a job.
I can't see how to export the data
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