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dajja
Level 4

Project Overview Setting

I understand the difference between cash and accrual accounting method. I use cash method, and an open invoice won't show on overview tab until it get paid, same thing with the bills I have pending to be paid, therefore the overview is not an exact overview of the project profit, by the time everything shows over here the project is ready to be marked as completed and ready to be closed. The top bar shows open  and overdue invoices on the income line, but the cost don't show open bill to be pay.
It will be more helpful if the overview tab will include all the income and cost transactions in any stage, this will give a better idea of the profit of the job. Using the project report tab we can get all the income and cost transactions, but only if the report is change to accrual view, and this need to be done every time you run the report. Any work around ?

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