Module guide
Projects in Smart Receipts
Keep a reusable list of projects, engagements, or cost centres so work is named consistently across receipts and reports. The Project module is on by default for the Freelance profile and can be enabled for any profile.
What it is
Optional module
The Project module is switched on in Account Setup. It is on automatically when you choose the Freelance profile.
Reusable project records
A project is a named record kept in one place, so the same engagement is never spelled three different ways.
Any profile
Employees who work across internal projects or cost centres can switch it on too.
Backed up
Projects, and the module setting itself, are included in cloud backup and restore.
How to set it up
- Open Settings, then Account Setup.
- Turn on Project Module and save.
- A Projects entry now appears in Settings. Open it and tap Add Project.
- Enter the project name and save. Repeat for each engagement you want to track.
Where it shows up
- Settings, under Projects, once the module is on.
- Alongside tags: use a tag with the same name to filter and export the expenses for that project.
Good to know
Tip: Pair each project with a tag of the same name. The project record keeps the name consistent, and the tag is what you filter exports by when it is time to bill.
When you delete it: Deleting a project removes it from your saved list only. No expenses are affected.
Related modules
See how the modules fit together
The use-case guide shows which modules matter for personal spending, employee claims, and freelancer records.
Open the use-case guide arrow_forward