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enhanced reporting of projects

At present the only report available is a global report based on active or completed projects. It also shows inc VAT info only - which is very strange. It would make the system much more manageable if a selection criteria was included based upon a date range, type of transaction ( sales invoicing, costs, etc.) and with an exc of VAT option.

  • Guest
  • Dec 21 2017
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  • Georgina Carter commented
    October 07, 2018 10:46

    A P&L by month by project seems like such a basic requirement, please can this be added to the request as well. Unable to produce a single report which provides all project data for a particular period in Profit and Loss format. 

  • Charles Hewitt commented
    October 09, 2018 11:12

    I am not sure of the point of the Projects feature - you cant run any reports on a specific project.  I would expect to be able to at the very least to create

    • P&L for a project
    • Balance Sheet 
    • List the income and expense items

    Not sure of the benefit of Project without these reporting features???