How do I create a project?
In the left menu, click Projects. Then click the yellow “Create your first project” button. You will be asked to enter:
Project name
Enter the name of your project.
Description
Add a description of the project.
Subject tag
Add a subject tag for your project. If you include this tag in expenses you send to us, we will automatically assign them to the correct project with a Plus subscription.
Logo
You can add a logo to your project.
Customer
You can link a customer to a specific project.
How do I add expenses to my project?
Existing expenses
Once a project has been created, you can manually add existing expenses.
Open the project, click Expenses, and then click the yellow “Add expenses to project” button.
New expenses
Basic
When processing expenses, you can select a project.
Plus
If you email expenses to us, include the subject tag. Your Bookies will assign them to the correct project. If you photograph a receipt in the mobile app, you can include the subject tag in the description. Using the “Add” button? Simply select the correct project.
How do I add sales to my project?
Existing sales
Open the project, click Sales, then click “Add sales to project”.
New sales
When creating an invoice, you can select the relevant project.