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Project transactions tab
A complete financial picture of a project goes beyond invoices. The transactions tab captures income and expenses that don't flow through invoicing: software purchases, contractor payments, reimbursable expenses, and any other cost or revenue tied to the work.
Logging transactions
Transactions are created manually with an amount, date, category, and description. Each entry is marked as either income or expense. A software subscription purchased for the project, a subcontractor payment, or a travel reimbursement can all be logged as individual transactions with their own category and notes.
Transaction categories
Categories group transactions for reporting and filtering. Custom categories like "Software", "Subcontractor", "Travel", or "Office Supplies" can be created once and reused across transactions, which keeps the data consistent and easy to filter.
Financial overview
The transactions tab totals income and expenses for the project, showing net profit alongside the raw numbers. Combined with the invoices tab, transactions complete the full financial picture by covering costs that invoices don't capture.
Tracking both invoices and transactions against a project means revenue, costs, and margins are all visible in one place, without switching to a separate accounting tool.
