Tracking project profitability

If you wish to generate a Profit and Loss report by project, simply assign the documents you create in Wafeq to a project.

Learn by watching

Watch this video to see how you can track your profit by project.

Step-by-step instructions

To generate reports by project, simply assign the documents you create in Wafeq to a project. You can assign any of the following to a project:

Invoices
Quotes
Credit notes
Cash invoices
Bills
Debit notes
Purchase orders
Expenses
Payslips
Manual journals
Bank transactions

You can then filter reports by project. For example, in your Profit and Loss report, under the Filter menu choose the project you'd like to filter on.