Bonny_
Moderator

Manage suppliers and expenses

Hi knievel124,

 

When creating a new project, it is correct that it is tied to one customer (Customer A = Project A). However you can create a different project tied to the same customer (so you have Project A & B tied to Customer A). Our report customisation options allow you to filter by Customer and then narrow down to the specific projects they are tied to, which allows you to filter other reports like the Balance Sheet, P&L and Cash Flow.

 

You can test this out by running one of the above reports, then selecting Customise on the top-right, the Filter drop-down and then selecting the relevant Customer/Project combination from the Customer drop-down.

 

Let us know if this is what you're looking for.

 

Bonny