Finance Project | PersonalHub

Project details

Use one Finance Project for the whole import or shipment. Use separate Finance Cases for supplier, freight, customs, and local charges.

Scope

Project type

Status

Title

Reference number

Counterparty

* הוסף צד נגדי

Existing counterparties are filtered by Finance scope.

Counterparty display text Optional display fallback when no counterparty record is selected.

Project date

dd/mm/yyyy

Expected revenue amount Optional. Used for estimated margin only when revenue is in ILS and project costs have ILS equivalents.

Expected revenue currency

Notes

Attachments Optional finance documents. You can select one or more files.

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