Projects

Create all your Projects in Output Books and track your income, expense, profit generated on each of your projects. You can add Quote, Invoice, Expense, Purchase Bill, Receipt for your projects and track the financial progress of each project. Projects module is more useful for construction industry where they can cut clear overview of amount spent for each project/client.

Let us see how to set up and create projects in Output Books.

Enable Projects Module

Before creating projects, it is mandatory to enable Projects module. To enable

• Go to Settings > Module.
• Toggle On the Project button and click Save.

Now, you can find the “Projects” module under the Bank/Cash module.

Create Project

To create a new project,

• Go to Projects.
• Click on the Add Project button.

• Enter the name of the project in the Project Name field, which is mandatory.
• Select the Customer from the Contact drop-down.

• Provide the estimated amount of your project in the Project Amount field.
• Set the progress of your project in percentage by moving the percentage slider.
• Now, click the drop-down button near the Location option and enter the address of your client (if needed)
• Enable the “Active” checkbox if the Project is currently active in your organization.
• Hit Save.

Add Project Income (Quote/Invoice)

Double-click on the project for which you want to create a sales/purchase bill. On the window that appears, click the New Invoice or New Quote from the drop-down present there.

• Customer field will be autofilled with the customer associated with the project.

• Enter the Items in Quote/Invoice as usual and in the Project field choose the Project for you which you are creating the Invoice.
• Provide the other necessary details.
• Click Save to record your income.

The invoice for the Project will be created and displayed as follows :

Add Project Expense (Purchase Bill/Expense(Payment))

• Open the Project
• Click on the New Purchase Bill button or New Expense/Payment or New Expense/Payment(GST Bills) by clicking the drop-down present there.

• Enter all the details and hit Save to record your expense.

All the income/expense recorded will be associated to the respective project automatically. When you click on a Project, all the transactions related to the project will be displayed there.

The total income, expense and profit will be auto-calculated and displayed at the top as an overview.

Project Listing

The added projects will be listed with their income, expense and profit as follows:

Export Project Transaction

Export all the transactions of the selected project in PDF/ XLS / CSV format.