Projects

CostCrunch groups documents into projects by shipping address. Every invoice delivered to the same job site lands in the same project, with no setup needed.

The Projects page

Switch between card and list view. Each project shows Total spend, Documents, Suppliers, and the dates of the First invoice and Last invoice.

A project's page

The top shows Budget, Actual spend, and Remaining (or Over budget). The tabs are:

• Overview: a summary of spend on the job.
• Budget: see Budgets.
• Documents: every document for the project.
• Products: everything bought for the job.

Project settings

Click Settings on a project to rename it, add or remove Shipping Addresses, Export Data, or Delete Project.

If one job has invoices shipped to two addresses (say, the street address and a lot number), add both addresses to one project or use Merge with…. See Manage projects.