Organizing payments with projects

A project is a folder for payments. If three contractors are working on the same launch, putting their payments under one project means you can look back later and see what the launch cost, rather than picking rows out of a long list.

They’re optional. If you pay a handful of people for unrelated work, you may never need one.

Creating a project

Open Projects from the sidebar and click New Project.

Once it exists, you choose it while creating a payment. That’s the moment the grouping happens, so it’s worth creating the project before you start paying people for that work.

The three states

Status	What it means
Active	Work is under way. This is where a new project starts.
Completed	The work is done, but you still want the project in view.
Archived	Out of your normal list. Nothing is deleted.

You move between them from the row Actions menu: Mark as Completed, Set as Active, Archive and Unarchive. The same menu has Edit to rename a project, Project Details to open it, and Add New Payment to start a payment already attached to it.

Good to know

• Filter the list by status to see only what’s running, which is what the Status filter defaults to showing.
• Projects group your side of the picture. Your contractors see the payment and its description, not how you’ve filed it.
• For what to do with the payments themselves once they’re running, see how to manage contractor payments.