Projects and partners
Partners (vendors and/or customers) and projects for journals, bills of quantities, orders and invoices.
Partners
Menu Master → Partners. One partner can be both a vendor and a customer. The fields are the same as for vendors: contacts, tax number, bank account, terms.
Projects
Menu Projects → Projects.
| Field | Notes |
|---|---|
| Code | Automatic (PRJ-0001) when empty |
| Name, customer (partner) | |
| Start and end date, budget, description |
Projects are used for:
- bills of quantities and customer invoices;
- tagging journals, orders and bills, so profit and loss can be viewed per project.
With the Project Management add-on, projects also get teams and tasks.
Last updated 28 Oct 2026