See profit per site or project with tags
Make the units you want to see apart — sites, projects, vehicles, rental units, practitioners — as tags and put them on purchase and sales documents: revenue, cost and profit add up per tag. From Premium.
- 1Settings → Books → "Tags": type a name and press "Add" (admins). Construction calls them sites, IT and consulting projects, logistics vehicles, real estate units, beauty practitioners. "Archive" a finished tag to take it off the pick list; documents keep theirs.
- 2Pick the tag (site etc.) on the receipt review screen, in manual entry or on a sales document, then save. When this supplier's last document had a tag, the "Last time: …" button puts it on in one tap. Issued sales documents and documents of a closed month can still change their tag.
- 3The dashboard's "Profit by tag" card (turn it on in Edit cards) and the "Profit by tag" screen in the ledger's month-end row show revenue, cost, profit, margin and the documents for this month, the year to date or the last 12 months. The ledger Excel gets a "Tag" column too.
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