Hi
I am just setting up a Solar account...
I have a list of expenses, a selection of which were purchases made for project for a customer. I would like to be able to associate those costs with that customer. It looks like you can do this (when you look at the edit customer window there's a button for 'view transactions') but I can't work out how. Perhaps the transactions you can view from here only ones that have already been invoiced?
Many thanks
Sarah
Hi Sarah,
The 'View Transactions' button only shows transactions specifically linked to that customer - that is, invoices, money received and refunds.
You should set up a new 'Project' in Solar Accounts, then associate income and expenses with that project. To do that, click the More Options button in the transaction window and select 'Job or Department'.
You can see the net profit for each project by viewing the 'Profit and Loss - By Job or Department' report.
Regards
