Overview

Last updated: June 20, 2026

Track the money behind a job.

What you will learn
  • How a project works as a cost code.
  • How tagged documents total into income and expenses.

Overview

Project lets you group everything that belongs to one job, so you can see what it earned and what it cost in one place. A project is a cost code, not a task planner.

Features in this function

  • Project – a cost code with a Finance view
Want the steps? See How To: Set up a project and track its costs.