Project and team-specific tags let you zoom in on the data that matters. You can focus on a single project’s numbers or uncover which team spends the most. Whether you want to separate revenues into one-time and recurring categories or break down expenses by cost center – it’s all possible.
How to create team- and project-tags
1. Click on Data and then Liquidity customization in the navigation menu on the left.
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2. Click on Team/Project and then on Add new category.
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3. A module opens where you have to insert a new Team/Project name.
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4. Click on Bank accounts via the navigation menu on the left and then click on Bank transactions. Now, you can tag your transactions to the team or project.
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5. Go to Liquidity insights in the navigation menu on the left. You can now break down your cash flow statement to a specific project and get a detailed cash flow report for individual teams and projects.
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