Hi there, @eknelsongroup.
Thanks for following up on this thread. I'll provide some additional information regarding this issue.
We can run the Transaction Detail by Account and filter the Customer associated with the Project. Doing so will show all the transactions link to the Project.
Here's how to run the report:
- In the left menu, click Reports.
- Go to the Reports tab and type in Transaction Detail by Account in the search field.
- Tap the Customize button.
- Set the Reporting period.
- In the Filter section, put a checkmark on the Customer box and select the customers assigned to a project.
- Hit Run report.
In case you'd want to save this report for future use, you have the option to save the current customization settings by memorizing the report. Check this link for more information.
Moreover, if you want to have a Project report, we have the report available for you in the Project page, these are the following:
- Project profitability
- Time cost by employee or vendor
- Unbilled time and expense
If you need further assistance in managing your account, I'm only a couple of clicks away. Have a great day!
