Project Module
Find out how to create projects, create activities within projects, eg. planning, installation, etc., and assigning hours, mileage, expenses and material costs to the projects and then invoice the clients directly.
28 articles
Written by Jacqui Sullivan

How to Use the Project Accounting Add-on Module

Written by Jacqui Sullivan. Updated over a week ago
Invoicing clients from the Project card
How to invoice a customer from the Project card activity
Written by Jacqui Sullivan. Updated over a week ago
Project Balance List
How to run a Project balance report.
Written by Jacqui Sullivan. Updated over a week ago
The Project card
The project card explained
Written by Jacqui Sullivan. Updated over a week ago
Project - Mileage Setup
Within Project you can record and charge miles travelled and link to a project.
Written by Jacqui Sullivan. Updated over a week ago
Configuration of daily time reports
How to configure the daily time setup inline with your company policy
Written by Jacqui Sullivan. Updated over a week ago
The configuration of Projects - Index of topics
The main configuration topics of the projects
Written by Jacqui Sullivan. Updated over a week ago
Create an Employee group
How to create employee groups and link employees.
Written by Jacqui Sullivan. Updated over a week ago
Create an Employee
How to create an employee and assign information
Written by Jacqui Sullivan. Updated over a week ago
Registering mileage travelled
Register mileage against a project
Written by Jacqui Sullivan. Updated over a week ago
Project - Employee Time entries
How to enter employee time against a project
Written by Jacqui Sullivan. Updated over a week ago
Project - Employee Expenses
How to enter employee expenses within Project
Written by Jacqui Sullivan. Updated over a week ago
Project Configuration
How to configure your Projects with a default setup
Written by Jacqui Sullivan. Updated over a week ago
Project Groups
How to create Project Groups
Written by Jacqui Sullivan. Updated over a week ago
Activity Groups
How to create activity groups
Written by Jacqui Sullivan. Updated over a week ago
Activities within Project
How to create activities
Written by Jacqui Sullivan. Updated over a week ago
Project - Cost Groups
How to create cost groups within Project
Written by Jacqui Sullivan. Updated over a week ago
Cost Types
How to create cost types in Project
Written by Jacqui Sullivan. Updated over a week ago
Project Status
How to utilise Project Status
Written by Jacqui Sullivan. Updated over a week ago
Bank/Public Holidays in Project
How to setup bank holidays in Project
Written by Jacqui Sullivan. Updated over a week ago
View account entries Projects
How to view accounting entries posted into Projects
Written by Jacqui Sullivan. Updated over a week ago
Project Templates
How to create a Project template
Written by Jacqui Sullivan. Updated over a week ago
Create a Main Project or Sub-Project
How to create a main and sub-project
Written by Jacqui Sullivan. Updated over a week ago
Allocating costs and revenue to a project
How to allocate costs and revenue against a project
Written by Jacqui Sullivan. Updated over a week ago
Project card report
How to print the project card
Written by Jacqui Sullivan. Updated over a week ago
Project value Report
How to print the project value report
Written by Jacqui Sullivan. Updated over a week ago
The Employee card
How to print the employee card
Written by Jacqui Sullivan. Updated over a week ago
Other Project reports
Other reports available relating to the analysis of Projects
Written by Jacqui Sullivan. Updated over a week ago