Track projects and clients
See what each job costs, and name who it is for.
- Open Settings, Projects and clients.
- Add a client with their email, phone and address.
- Add a project with a code if your books use one, its client, and a budget if it has one. The list shows what has been spent on it.
- On an expense, choose the Project. Turn on Billable to a client if you will bill it on.
An archived project or client stays on past expenses and leaves the picker.
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Still stuck?
Write to support@papertotal.com and a person answers by email. Say what you were trying to do and what you saw, and we can start from there.