Reporting

Use bookkeeping and project source tracking tools to stay up to date on your business performance.

6 articles in this collection
Written by Becca Berg and Sam Gioia

Project Sources and Tracking

How to Create and Apply Project Source Tags

Keep track of where your leads are coming from using Project Source Tags!

Written by Sam Gioia
Updated over a week ago

Add a Project Tracking Element to Your Forms

Ask your clients how they heard about you and Dubsado will apply a project source tag automatically.

Written by Sam Gioia
Updated over a week ago

Using the Project Breakdown Page

Get an overview of how many projects you have and the net income of those projects per source.

Written by Becca Berg
Updated over a week ago

Bookkeeping

Bookkeeping in Dubsado

A breakdown of the accounting features built in to Dubsado.

Written by Sam Gioia
Updated over a week ago

Income Categories

Assign income categories to your invoice line items so that you can track how much you make in each category.

Written by Sam Gioia
Updated over a week ago

Tracking Your Expenses

You can manually record business and project-related expenses on the Transactions page to keep track of spending in your business.

Written by Sam Gioia
Updated over a week ago