How to set up and manage Projects
The Projects function allows schools to ring-fence income and expenses for a specific activity. When a project is closed, the net profit or loss is automatically transferred to the profit and loss account.
Finance > Projects
How do I create a project?
Click Create New Project.
Enter the project name, description, and linked accounts.
Click Save.
Frequently asked questions
What happens when I close a project?
The net profit or loss is automatically transferred to the profit and loss account.
Last updated: April 2026 | Version 7.0
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