# Project

{% embed url="<https://www.youtube.com/watch?v=gSjqudqduFY>" %}

<details>

<summary>Step 1: Setting up a new project</summary>

Navigate to "Project" tab and select "Add new" button"

<figure><img src="/files/3jbSc4VErgEeGpd8LXkB" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Step 2: Insert project details</summary>

<figure><img src="/files/AXOKvadjWIQBkwid3w7Y" alt=""><figcaption></figcaption></figure>

🔹 **Project Name** *(Required)*

Name of the project that you would like to call

🔹 **Project Description** *(Optional)*

Brief description of the project

</details>

<details>

<summary>Step 3: Tag your invoice or expense with project</summary>

🔹 **Tag invoice to a project**

<figure><img src="/files/q3QPNueugkZvDrcbldWs" alt=""><figcaption></figcaption></figure>

🔹 **Tag expense to a project**

<figure><img src="/files/Cv8bOf6XUTZTRh177nQR" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Step 4: Monitor the project</summary>

🔹 **Track profit/loss for each project**

<figure><img src="/files/Bx7bE0zXRuGfJLGfUQOp" alt=""><figcaption></figcaption></figure>

🔹 **View linked invoice and expense in a particular project**

<figure><img src="/files/mOvyrLI3EoELr3PlgK7g" alt=""><figcaption></figcaption></figure>

</details>


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