Projects

Group purchase orders, bills, and expenses under projects linked to a contact, so each job's paperwork stays together.

Projects live under Money In. A project is a label for a piece of work you do for one contact: link documents to it as you create them, and the job's paperwork stays together.

Using projects

Create a project

Set up a project linked to a contact

Track income and costs by project

Link orders, bills, and expenses to a project