Project Tracking is great for businesses that want to see the profitability of client projects. This feature is already enabled in your TrulySmall account and can be located in the blue listing on the left-hand side of the page.

From the Projects page, click the ‘+Add Project’ button.
A window will pop up to add the Project Name, and any details (optional).

Click the ‘Add’ button to add the project to the system.

Add in as many projects as needed.

Each project can be edited, marked ‘in-active’, and will show the historical details.

Note: marking a project In-active will cause the project to be hidden from the project list when creating new income and expense transactions, as well as on the Profit and Loss report.

Projects will show in the listing, clicking on a Project will take you in to view all transactions entered against it.

Once you have a project set up, it's easy to track income and expenses associated with it.

Here's an example of entering for Invoices

An example of entering from the Bills to Pay page

Once you've entered income and expenses associated with a project, you can report on this in two ways:

Profit and Loss Report

To get a summary of the income and expenses associated with a particular project, go to the Profit and Loss report page. From there, use the Filter by Project field to select the project you wish to report on to view summary of the income and expenses associated with the project.

​Projects page

More detailed reporting on a project can be found on the Projects page.

You can see a breakdown of all the individual invoices and bills associated with the project, and click on them to view additional details.

Note:

The bulk edit feature can be used to add projects to multiple ‘like’ transactions—when all the selected items are of the same transaction type.
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