Reneva
To add a client project, press New client project, complete the window and confirm with Create client project. The list contains one-off services: use filters and the period to focus on those you need to follow.
The two axes of status
Status says whether a client project is draft, active, paused or archived. Collection status instead depends on installments, documents and recorded payments.
The numbers strip
The strip shows totals for the current view, such as client project value, collected, to collect and to issue. Clicking a tile opens the list with its filter.
Collected and Invoiced count the year selected at the top: the first by collection date, the second by issue date.
Collection values are estimates until the document or payment is recorded, and follow the project's Tax choices (surcharge, pension funds, withholding, stamp duty). Do not add tiles that answer different questions.
The period
The period selector limits the list and tiles that depend on the view. Use See all to return to all client projects.
Filters and tabs
Filter by status, client, category, manager, due date and collection when available. The tabs above help separate the main list groups.
Archived by reason
With Status → Archived, you can see the reason entered on archive. The reasons belong to the client project: Project completed, Cancelled by the client, Other. Use Restore if it must return to work.
Actions on rows
Open a row for details. The More actions menu offers the actions available for the project's status: edit, duplicate, archive, reopen an archived one, create its document, manage installments and reminders.
To split or collect a client project, see Client project installments and payments.
Importing and exporting
Export downloads the rows in view. Import uploads a CSV with client project data; check the bell for a file of any rejected rows.
An exported CSV with the ID column, reimported, updates the project instead of duplicating it. A CSV cannot change the client of an existing project (the row is rejected); amounts of a project with several items, discounts or quantities are changed from its form.