The Projects module lets you group transactions (Invoices, Expenses, Quotations) under a single project entity. Ideal for construction, consulting, or long-term service contracts.
Each project is linked to a Customer. This ensures that only relevant projects appear when billing a specific client, reducing data entry errors and mis-billing.
Link a customer at project creation. Only their projects appear in invoice dropdowns.
All tagged invoices and expenses roll up to the project P&L in the Reports module.