Fresh Projects

00:00: Any previous income and / or expenses incurred on the project prior to setting it

00:04: up within Fresh Projects,

00:06: can be brought forward as two lump sum values respectively.

00:10: Begin by opening the relevant project,

00:13: clicking on the three dots.

00:16: Then select Balance Adjustments from the drop-down list.

00:21: To account for any previously invoiced amounts click on the pencil icon beneath

00:25: Income Adjustments for the relevant sub-project.

00:29: Now,

00:30: enter a description and the amount incurred.

00:34: Click "Add" to add this entry.

00:37: Click "Save Changes"

00:40: This amount will now be visible as an Income Adjustment for that sub-project.

00:46: Similarly,

00:47: to account for any previous expenditure,

00:49: click on the pencil icon beneath "Expense Adjustments" for the relevant sub-project.

00:56: Now,

00:57: enter a description and the amount incurred

01:01: Click "Add" to add this entry.

01:04: Click "Save Changes"

01:07: This amount will now be visible as an Expense Adjustment for that sub-project.

01:12: Click "Save" to save all changes made.

01:16: You have successfully adjusted the income and expense balances within your project.