How to set up and manage Projects

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?

  1. Click Create New Project.

  2. Enter the project name, description, and linked accounts.

  3. 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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