Project Settings: automatic revenue on signed agreements

Understand the "Auto-generate project revenue on signed agreements" switch and when to turn it off.

Beginner 2 minOwner / manager· Last checked 2026-10-03

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Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /settings?activeTab=project-settings · Guide last checked 2026-10-03

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Preconditions

Settings open.

Steps

1. Open Project SettingsDo: Go to Settings → Project Settings.Expect: "Revenue Settings" with the switch "Auto-generate project revenue on signed agreements", on by default.Actual:
2. DecideDo: Leave it on for most companies. Turn it off if you type final revenue per job.Expect: Future signatures follow the new setting.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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