{"id":151066,"date":"2026-10-18T09:48:52","date_gmt":"2026-10-18T09:48:52","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&p=151066"},"modified":"2026-10-19T09:55:31","modified_gmt":"2026-10-19T09:55:31","slug":"adding-or-linking-a-transaction-to-a-workflow-or-project","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-or-linking-a-transaction-to-a-workflow-or-project\/","title":{"rendered":"Adding or Linking a Transaction to a Workflow or Project"},"content":{"rendered":"
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After you enable Work Orders<\/strong> (projects) or Workflows<\/strong>, you can link transactions to a project: sales invoices, purchase invoices, expenses, incomes, requisitions, journal entries and more. They all appear on the project page, so you can see its cost, revenue and profit. This guide explains the ways to link transactions, and every option in the Add<\/strong> button.<\/p>\n

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\ud83d\udec8<\/span><\/p>\n

Note:<\/strong> A work order is a project in the system, and its page is titled Project View<\/strong>. The same steps apply to Workflows<\/strong> records, with small differences explained in Workflows<\/strong><\/a>.<\/p>\n<\/div>\n

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Contents<\/p>\n

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  1. Ways to link transactions to a project<\/strong><\/a><\/li>\n
  2. Adding a new transaction from inside the project<\/strong><\/a><\/li>\n
  3. All transactions available in the Add button<\/strong><\/a><\/li>\n
  4. Example: adding a purchase invoice to a project<\/strong><\/a><\/li>\n
  5. Linking an existing transaction to a project<\/strong><\/a><\/li>\n
  6. Linking a sales invoice from the invoice page<\/strong><\/a><\/li>\n
  7. Unlinking a transaction<\/strong><\/a><\/li>\n
  8. Workflows<\/strong><\/a><\/li>\n
  9. Following a project’s transactions and profit<\/strong><\/a><\/li>\n
  10. Restrictions and notes<\/strong><\/a><\/li>\n
  11. FAQs<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    Ways to link transactions to a project<\/h2>\n\n\n\n\n\n\n
    Method<\/th>\nWhen to use it<\/th>\n<\/tr>\n
    Add a new transaction from inside the project<\/strong> (the Add<\/strong> button)<\/td>\nFor a new transaction; it’s linked to the project automatically. The recommended method<\/strong>.<\/td>\n<\/tr>\n
    Add Existing Transaction<\/strong> \/ Assign Transaction<\/strong><\/td>\nFor a transaction created earlier without linking it to a project (sales, purchases or others).<\/td>\n<\/tr>\n
    Assign to Work Order<\/strong> from the invoice page<\/td>\nTo link an existing sales invoice to a project from the invoice page itself.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
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    \ud83d\udec8<\/span><\/p>\n

    Important:<\/strong> There is no field for choosing the project inside the sales invoice, purchase invoice or expense form. Linking is done from inside the project, or from the invoice page after saving.<\/p>\n<\/div>\n

    Adding a new transaction from inside the project<\/h2>\n
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    1. From the main menu, open Work Orders<\/strong><\/a>, and click the project to open it.<\/li>\n
    2. Click the Add<\/strong> button at the top of the project page.<\/li>\n
    3. Choose the transaction type (such as New Invoice<\/strong> or New Purchase Invoice<\/strong>).<\/li>\n
    4. The add page opens linked to the project. For sales invoices and estimates, the project’s Client<\/strong> is selected automatically.<\/li>\n
    5. Complete the transaction details and save. You return to the project page, and the transaction appears in its tab.<\/li>\n<\/ol>\n
      \n

      \ud83d\udec8<\/span><\/p>\n

      Note:<\/strong> The Add<\/strong> button doesn’t appear if the project’s status is of the Closed<\/strong> type. Change the status to an open status first.<\/p>\n<\/div>\n

      All transactions available in the Add button<\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
      Option<\/th>\nTransaction<\/th>\nShown when<\/th>\n<\/tr>\n
      New Invoice<\/strong><\/td>\nA sales invoice for the project.<\/td>\nPermission to add invoices.<\/td>\n<\/tr>\n
      Create Credit Note<\/strong><\/td>\nA credit note for the client.<\/td>\nPermission to add invoices.<\/td>\n<\/tr>\n
      New Estimate<\/strong><\/td>\nAn estimate for the project.<\/td>\nPermission to add estimates.<\/td>\n<\/tr>\n
      New Sales Order<\/strong><\/td>\nA sales order (opens in a new tab).<\/td>\nSales orders enabled + permission to add them.<\/td>\n<\/tr>\n
      Add Payment Credit<\/strong><\/td>\nA payment from the project’s client as credit.<\/td>\nThe project has a client + permission to add invoices.<\/td>\n<\/tr>\n
      New Advanced Payment<\/strong><\/td>\nAn advance payment invoice.<\/td>\nPermission to add invoices (projects only).<\/td>\n<\/tr>\n
      Add Expense<\/strong><\/td>\nA payment voucher on the project (such as wages or transport).<\/td>\nThe Expenses app + permission to add expenses.<\/td>\n<\/tr>\n
      Add Income<\/strong><\/td>\nA receipt voucher for the project.<\/td>\nThe Expenses app + permission to add incomes.<\/td>\n<\/tr>\n
      New Purchase Invoice<\/strong><\/td>\nA purchase invoice for project materials or services.<\/td>\nPermission to add purchase invoices.<\/td>\n<\/tr>\n
      Purchase Refund<\/strong><\/td>\nA refund for a purchase invoice.<\/td>\nPermission to add purchase invoices.<\/td>\n<\/tr>\n
      Inbound Requisition<\/strong><\/td>\nA requisition to add quantities to stock.<\/td>\n\u2014<\/td>\n<\/tr>\n
      Outbound Requisition<\/strong><\/td>\nIssuing materials from stock to the project.<\/td>\n\u2014<\/td>\n<\/tr>\n
      Stock Request<\/strong><\/td>\nA request for materials from stock.<\/td>\nStock requests enabled + permission to add them.<\/td>\n<\/tr>\n
      Add Entry<\/strong><\/td>\nA journal entry linked to the project.<\/td>\nThe Accounting app + permission to manage journal entries.<\/td>\n<\/tr>\n
      Add Time<\/strong><\/td>\nLogging work time on the project.<\/td>\nThe Time Tracking app + permission to log time.<\/td>\n<\/tr>\n
      Add Existing Transaction<\/strong><\/td>\nLink an earlier transaction. Details<\/strong><\/a>.<\/td>\nPermission to assign transactions to work orders.<\/td>\n<\/tr>\n
      Add \u2026<\/strong><\/td>\nA record in a form linked to the project.<\/td>\nLinked forms exist.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      Outside the Add<\/strong> button you’ll also find Add Note \/ Attachment<\/strong>, Schedule Appointment<\/strong> (with the follow-up app), and Assign Transaction<\/strong>.<\/p>\n

      \n

      \ud83d\udec8<\/span><\/p>\n

      Note:<\/strong> In Construction Projects<\/strong>, extra options for construction appear in the same menu, such as payment certificates, quotations and contracts.<\/p>\n<\/div>\n

      Example: adding a purchase invoice to a project<\/h2>\n
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      1. Open the project from Work Orders<\/strong><\/a>.<\/li>\n
      2. Click Add<\/strong> \u203a New Purchase Invoice<\/strong>.<\/li>\n
      3. Choose the Supplier<\/strong>, and add the items (materials or services bought for the project), quantities and prices.<\/li>\n
      4. Click Save<\/strong>. You return to the project page, and the invoice appears in the Purchase Invoices<\/strong> tab.<\/li>\n<\/ol>\n

        In the same way, use Add<\/strong> \u203a New Invoice<\/strong> for a sales invoice. The project’s client is selected automatically, and the invoice appears in the Invoices<\/strong> tab.<\/p>\n

        Linking an existing transaction to a project<\/h2>\n

        If you created the invoice (or any transaction) before linking it to the project:<\/p>\n

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        1. Open the project and click Assign Transaction<\/strong>, or Add<\/strong> \u203a Add Existing Transaction<\/strong>.<\/li>\n
        2. In the Assign Transaction<\/strong> window, choose the Type<\/strong> from Select transaction type<\/strong>.<\/li>\n
        3. In Transactions<\/strong>, search by transaction number or date, or choose from Suggestions<\/strong>. You can choose more than one transaction.<\/li>\n
        4. Click Confirm<\/strong>. The message [transaction] has been assigned successfully to [project]<\/strong> appears.<\/li>\n<\/ol>\n

          Transaction types you can assign:<\/p>\n