Track income and costs by project

Link documents to a project as you create them, and each one carries the project it belongs to.

Link documents to a project

• Purchase orders: pick the project under Link to project on the order form.
• Bills: the bill form has an Is this a project bill? card with a Link to project field.
• Expenses: the expense claim form has an Is this a project expense? card with a Link to project field.

On bills and expenses the picker offers your active projects, and you can add or change the link when you edit the document. A bill created from a project-linked purchase order keeps the project link automatically.

Invoices and estimates do not currently offer a project field, so project linking covers your spending documents today.

What a project is, and is not

A Kontala project is a grouping label linked to a contact. There is no time tracking and there are no timesheets: nothing in Kontala records hours worked, and the budget and billing rate on a project are reference details rather than something Kontala measures work against.

To see what a project has cost you, open the linked documents themselves: each bill and expense shows the project it belongs to.

Related

• Create a project
• Create a bill
• Create an expense claim