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December 22, 2023
Question

How do I create 2 distinct separate jobs under a parent company?

  • December 22, 2023
  • 1 reply
  • 0 views

This is needed for separate quarterly reporting.

1 reply

December 22, 2023

Thanks for becoming part of the Community, FS24.

 

If you're using a Plus or Advanced subscription, you can create two projects for two separate jobs.

 

Here's how:
 

  1. Go to Projects.
  2. Click New project.
  3. Enter a Project name.
  4. Choose a customer from your Customer ▼ drop-down list.
  5. Specify a Start date and End date.
  6. Pick a status using the Project Status ▼ drop-down.
  7. Add additional information in your Notes field if necessary.
  8. Select Save.

 

Now you'll be able to add new and existing transactions to the project. You can repeat these steps to create another separate project.

 

If you're not subscribed to a Plus or Advanced plan and would like to upgrade, you can do so any time.

 

Please feel welcome to send a reply if there's any additional questions. Have a wonderful Friday!