Linking Tasks and Projects to Business Documents

A guide to linking tasks and projects in Qoyod to business documents (Invoices, vouchers, notes) to track finances at the project level.

Benefits of Linking

• Track profit and loss for each project individually via the financial details on the project page.
• View the balance sheet for each project.
• See all documents linked to the project in one place.

Link a Document to a Project from the Project Page

1. Open “Tasks and Projects” then “Projects”.
2. Click “View” next to the project.
3. Go to the “Business Documents” section.
4. Click “Add Document”.
5. Select the document to link.

Unlink a Document

1. From the project page, in the business documents section, click “Delete” next to the document to unlink.
2. The document itself is not deleted; only its link to the project is removed.

Financial Project Analysis

From the project page, the “Financial Details” section appears, showing:

• Profit and Loss: a summarized financial Report of the project’s revenues and expenses.
• Balance Sheet: the project’s financial position.

See Also

• Add a new project.
• Add a new task.
• Analyzing additional fields in financial reports.