all articles

Financial Module Update: Activity-Level Expenses and more

date icon

Featured image

Our Financial Module now offers enhanced functionality and reporting to make it easier for Project Managers to apply, track, and manage their billing and costs.

Financial Module Updates:

Activity-Level Expenses

You can now be more granular with your project finances and apply expenses directly to the activity that’s generating the costs.

This is done by going to the Activity Financial panel and switching to the expenses tab. From here, you would apply expenses the same way you would in the regular Project level expenses interface, complete with Planned and Actual expense types, and whatever expense custom fields apply.

These Activity-level expenses would then be rolled up to the Project level and will be reflected accordingly in the Project Financial Module.*

*Activity-level expenses are only available for Professional Services accounts.

Dynamic Profit Charts

All financial modules, both Project and Activity-level, now have a dynamic profit chart that provides you with a quick comparison of your estimated and actual project costs. It breaks your costs into labor costs (as per hours logged) and line item expenses (expenses manually added).

The expenses tab of each financial module also has dynamic charts that compare billable and non-billable expenses and how they affect your project’s profitability.

More useful features coming soon!

These are just the first wave of enhancements Easy Projects is making to the financial module. Make sure to stay tuned to our blog and social media for more news on future updates to the Financial Module.

Follow us

Find Out How Easy Resource and Project Management Can Be!

Related Posts

Birdview PSAProduct updates

Latest Update: Sample Data for Trial Accounts

Birdview PSAProduct updates

New Features: Checklists and Formulas

Birdview PSAProduct updates

Meet QuickBooks Integration for Birdview PSA

Nice! You just took the first step to achieving game-changing results.

To ensure your demo is tailored to your team’s specific needs, we're connecting you with a product specialist to better understand your requirements.

support illustration

Schedule a 30-minute meeting to start your trial

The calendar is loading... Please wait

It’ll take you 8-minutes to see
Birdview PSA features in action:

  • Project Management
  • Financial Management
  • Resource Management
  • Custom Reporting
  • Artificial Intelligence
happy illustration

Nice! You just took the first step
to achieving game-changing results!

Create your account right now. Have a great start with your 14-day trial!

For the best experience please access Birdview PSA from a desktop PC or tablet or download Birdview PSA app at