Use Projects to assign tracking and location information to your purchases in Receipt Bank.
Note: this functionality is only available for Business Plus and Premium Receipt Bank Accounts, or Streamline and Optimize partner accounts. Find out more about the different Receipt Bank products here.
The 'Project' field provides additional information to help code and track your items.
Accounts that are integrated with an accounting software will import information from that software to apply to the 'Project' field. Different softwares name this differently:
- With Xero, Tracking codes are imported as Projects
- With QuickBooks Online Location & Class codes are imported as Projects