Hi, Is it possible to create a report of sales and expenses by category for a subset of income and expenditure? For example if I tag certain sales items and expense items with a name, can I create a P&L for that subset? Thanks, David

Hi @dgee It sounds like you’re after the project tagging feature. This will allow you to take invoices (both sales and purchases) to a ‘project’ and then produce a profit and loss based on everything tagged to that particular project. There’s more info in this post: [image] Projec…

QFMathew Split this topic 12 January 2022 11:35 4

A post was split to a new topic: Nominal breakdown for a project

P&L report by category