Project Management
Creating a project
Set up a new project, assign a manager, and configure the project budget.
4 min read
Projects in MSME Link are financial dimensions. Every invoice, bill, payment, and journal entry can be tagged to a project so you can track income and expenditure separately from the main accounts.
- 1Go to Projects and click New Project.
- 2Enter the project name, type, and reference number.
- 3Set the start and end dates.
- 4Assign a project manager from your staff list.
- 5Select the branch responsible for the project.
- 6Activate the project to allow transactions to be tagged to it.
Projects are immutable once they have financial entries. Plan the project structure carefully before posting any transactions to it.