[GNC] Construction Billing By Project

[NoobAlice]

On 7/27/23 3:43 AM, Angela Haggerty wrote:
>> Firstly, it's past 3 AM and I am arguing with myself on how to enter
>> construction projects into GNUCash for a bookkeeping LLC client.


Currently people tend to "tag" transactions by putting @job1 in the 
description of any transaction that affects Job 1.  That makes it a term 
that is easy to filter for reports.  Or use #jobB or whatever string 
format will be easy to input consistently and not get mixed up with 
other things.

Currently, to run a report for a single job where you have used this 
tagging system, you would go to:
Reports > Transaction Report > modify options:
Accounts: choose accounts to include (just income/expense for you)
Filter: in Transaction Filter, type @job1
General: pick your dates
And that will give you transactions for each account with totals.

Assuming you tagged everything, this should give you an idea of a single 
job's profitability.  You can also run the transaction report to show 
all transactions that do *not* include those tags; this lets you look 
over a list of overhead expenses and make sure you have no untagged job 
costs there by mistake.

Alternate method:
https://lists.gnucash.org/pipermail/gnucash-user/2023-May/107072.html

HOWEVER, Vincent Dawans has been working on reports that might give us 
reports for multiple jobs at a time.  See the following mailing list 
posts, ensuing discussions, and links therein
https://lists.gnucash.org/pipermail/gnucash-user/2023-April/106693.html
https://lists.gnucash.org/pipermail/gnucash-user/2023-May/106749.html
https://lists.gnucash.org/pipermail/gnucash-user/2023-May/107035.html

You will want to follow the mailing list and pay attention to anything 
that other people are calling classification/category/dimension 
reporting.  For our purposes they are the same.