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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 ...
How to generate a Project Detail report
The Project Detail report generates a PDF breakdown of all financial transactions linked to a project. You can view transactions across all periods or filter by a specific date range, and group results by transaction, register class, or linked ...
How to view and manage My Projects
The My Projects screen gives each project manager a quick overview of their projects — including the project balance and which learners have paid — provided learners have been linked to the project. My Home > MY Information > My Projects How do I ...
How to set up and manage Projects
The Projects function in d6 Finance allows schools to ring-fence income and expenses for a specific activity, giving a clear picture of profitability per project. When a project is closed, the net profit or loss is automatically transferred to the ...
My Projects
The My Projects module allows project managers to get a quick overview of all their projects, including balances and payment status per learner where learners are linked. Users will only see projects assigned to their user profile. My Home > My ...