Adding Transaction to a Project

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You can add or connect transactions to a project. Transactions can either be for Income or Expenses.

Adding Transaction to a Project:

  • Go to Projects on the Navigation Menu.
  • On the Projects page, Click a Project to access the Project dashboard.
  • Go to the Transactions tab and Click New Income/New Expense, or Click New at the top right corner and select New Income or New Expense.

You are redirected to the Create Income or Expense pages, respectively.

On the Create Income/Expense pages:

  • Enter the required General details.
  • In the Assign section, Select a Project to match the transaction.
  • Then, Save.

Return to the Project Dashboard by going to the Projects section on the Transaction Receipt page and Clicking the Project link.

Adding Transaction to a Project
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