PROJECTS 1.0 - P & L Report anomaly

[alan_mcbrien]

I have added a few Sales and Purchase Invoices to my first project, I must also say this looks a great addition to QF.

When I come to view the project in P & L Report view the Sales Invoices i.e Turnover has been repeated fifty two (52) times with various descriptions. None of descriptions are anything that I entered on the account.

Needs a fix to report P & L properly.

Regards,

Alan

Continuing the discussion from Projects in Quick File:

@Glenn

Today we have released a new set of tools for managing projects. This is essentially Projects 1.0 so it will likely evolve over the coming months. What we have right now is the ability to apply project tags to invoices, purchases, estimates and purchase orders so they can be grouped together into a logical container, for reporting purposes.

To get started all you need to do is tag an invoice.

<img src=‘//quickfile-co-uk-forum-assets.s3.dualstack.eu-west-1.amazonaws.com/original/2X/3/3d3895ae5ace578d4a69087ce543e790e2515259.png’>

When you apply the same tag to your other sales or purchases (the predictive search will help you here) all those items will be grouped together so that you can obtain a detailed report to show accrual and cash based profitability.

<img src=‘//quickfile-co-uk-forum-assets.s3.dualstack.eu-west-1.amazonaws.com/original/2X/b/b4f64a30a19ea0d673606cc0bafecaf6d6644b21.png’>

You can easily see which items exist under a project tag and drill down using the Show tagged items menu.

<img src=‘//quickfile-co-uk-forum-assets.s3.dualstack.eu-west-1.amazonaws.com/original/2X/0/01044aee828f42bfd9487b6e2d62d5d43778cc23.png’>

You can also pull up a detail Profit and Loss report just for your project.

<img src=‘//quickfile-co-uk-forum-assets.s3.dualstack.eu-west-1.amazonaws.com/original/2X/d/d54d81c1520f11ee92e25d3baa77b7c7ffdb6a61.png’>

I’ve really just skimmed over the key features here. You can read more about projects in the full guide right here.

Hope you find it useful!

What next…?

We plan to develop a time-tracking module for Quick File later this year. This will bolt onto the existing project reporting area so that you can keep a track of any unbilled time in relation to the projects you’re working on. We will keep you posted!

[darktranslator]

Hi,
I am seeing exactly the same issue. I love the concept, but the P&L report needs fixing!

Regards
John

[Glenn]

Oh dear!

I’ve taken the P&L offline and we’ll get a fix in there ASAP…thanks for letting us know!

[Glenn]

@alan_mcbrien @darktranslator This issue has now been fixed. Thank you for your patience.