Use tracking categories/classes in your Accounting Integrations
If you're connected to Quickbooks or Xero, you can select accounting tracking categories whilst building a Proposal or an Invoice.
All Invoice Lines for this Project will be sent to QB/Xero with the selected classes/tracking category options applied.
Want to see this working?
Request a demo and we'll show you on the kind of projects you run, or watch short clips of the app first.