New finance project

Group one import, shipment, purchase, tax, or personal project across multiple single-currency finance cases.

Report Gap

Project details

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

* הוסף צד נגדי
Existing counterparties are filtered by Finance scope.
Optional display fallback when no counterparty record is selected.
dd/mm/yyyy
Optional. Used for estimated margin only when revenue is in ILS and project costs have ILS equivalents.
Optional finance documents. You can select one or more files.
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