Any previous income or and/or expenses incurred on the project prior to setting it up within Fresh Projects, can be brought forward as two lump sum values respectively.
Let's see how this can be done for a project:
- Begin by opening the relevant project, clicking on the three dots and selecting Balance Adjustments from the drop-down list.
- To account for any previously invoiced amounts click on the pencil icon beneath Income Adjustments for the relevant stage.
- Now, enter a Description, the Amount incurred followed by +Add and then Done.
- This amount will now be visible as an Income Adjustment for that stage.
- Similarly, to account for any previous expenditure click on the pencil icon beneath Expense Adjustments for the relevant stage.
- Now, enter a Description, the Amount incurred followed by +Add and then Done.
- This amount will now be visible as an Expense Adjustment for that stage.
- Remember to Save any changes before exiting.
We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!