Collections & Projects
Group multiple projects under one collection, set budgets, track payments, and manage funds—all with easy visual recognition for seamless organization.
Collections
What is a Collection?
A collection groups projects, assets, or related items for seamless tracking. If your company runs multiple projects, our umbrella approach provides insights across all while maintaining detailed project-level data.
Key Features:
• Create a Collection – Organize multiple projects under one umbrella.
• Track Budgets – Set and manage budgets for each project.
• Monitor Spending – Get real-time insights across all projects.
Project
What is a Project?
Each project functions as its own wallet, giving you full control over incoming and outgoing funds. It acts as your financial control center, allowing you to:
• Load & Withdraw Funds – Receive client payments, top up from the company bank, or secure financing.
• Issue Spend Cards – Create and manage cards for teams, vendors, and suppliers.
• Track & Control Spending – Every transaction stays organized at the project level for seamless expense management.
With this structure, managing project finances becomes simple, transparent, and efficient.
Load and Withdrawl Funds
Load and Withdrawal Funds
Each project functions as its own wallet, giving you full control over incoming and outgoing funds. It acts as your financial control center, allowing you to:
• Load & Withdraw Funds – Receive client payments, top up from the company bank, or secure financing.
• Issue Spend Cards – Create and manage cards for teams, vendors, and suppliers.
• Track & Control Spending – Every transaction stays organized at the project level for seamless expense management.
With this structure, managing project finances becomes simple, transparent, and efficient.
