Detailed Profit and loss for project

[Skk]

Hi there, is there a way to do a detailed profit and loss report for the projects?

Many thanks,

Sarah

[QFMathew]

Hi @Skk

You can perform a profit and loss on a project tag by clicking P&L Report when viewing a tag itself.

What sort of things would you be looking for on a “details” profit and loss in comparison?

[Skk]

I’m trying to get a simple transaction list per project. This list will be sent to non finance project coordinator in order to check the nominal code allocation and see if some changes need doing.

[QFMathew]

Thanks for the information. It’s not possible to view all the transactions or nominal movements for a specific project tag unfortunately.

I think the best approach to this would be to add this person as a team member on the account. This would give them access to the data within your account, and allow them to make corrections as needed. Team members can have privileges set, so if for example you don’t want them creating sales invoices, then you can disable this for them.