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Matching Project with Chart of Accounts


Is there any way that we can match the Project items with the Chart of Accounts items?
Is the recurring items included in the calculations or would they need to be added to the adjustments?


Hello @gjwguk

There isn’t a way to see project tags from the chart of accounts unfortunately, but you can view a P&L report for each project tag. Appreciate your that’s not quite the same but it may help?

If the recurring invoice has a project tag, then these should be copied across to any new ones created from it.


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