Introducing project-level profit and loss reports

If you have clients that regularly use FreeAgent’s ‘Projects’ feature to track their individual jobs and projects, they’ll be excited to learn that we’ve just launched profit and loss (P&L) reports for individual projects.

Aimed at helping clients who want a more in-depth view of their costs, income and profitability from specific projects, this new report is great for any clients in property, landscape gardening or construction who can create a separate project per property or job.

With the option to include or exclude unbillable time, project-level P&L reports can help expose what the biggest cost-types were for any given project. This clarity around profitability can help clients assess which project types are better for their bank balances and potentially cut down on any excessive costs.

Users also have the option of downloading and exporting these reports as either a CSV or PDF, which can prove useful when comparing multiple projects or reporting on any successes or challenges.

If you’d like to find out more, or help your clients access these reports, we have a handy Knowledge Base article that tells you everything you need to know.