Hello Qlmmy,
The Projects feature is designed to help you save time with its cutting edge capabilities. This feature allows you to organize your work while you closely track many parts of your business. I'd be happy to share more information about the Projects feature.
Adding project income and expenses brings you to an option where you can automatically tag new items to projects by selecting the Add to project option. Here are the steps:
- Open your project.
- Select the Add to project to create a brand new transaction.
- Select Invoice, Receive Payment, Expense, Estimate, Purchase Order, Bill or Time.
If the items aren't being automatically tagged, I suggest clearing cache and cookies on your browser. Clearing cache and cookies is the go to remedy for browser issues. Here's an article which shows you how to do that: How to clear cache and cookies. If this doesn't work, I suggest using a private/incognito window to see if that works instead.
Keep me posted on how you make out. I'll be one message away in case you need anything else. :)
