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How do I calculate client profit when there is more than a single project for them?

Step 1. Navigate to Reports > Financial Forms > 01 Client Profit

Step 2. In the Client/Project field, select your client

Step 3. Once the client has been selected, a field titled Include Related Projects will populate:

  • When a client is selected, and the related project is NO, only the client’s individual invoice amounts are visible; the related projects will not be factored into the calculation.
  • When a client is selected and the related project is YES, the client’s related projects are factored into the report.