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Project Module

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
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Written by Jacqui Sullivan

How to Use the Project Accounting Add-on Module

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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
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Written by Jacqui Sullivan. Updated over a week ago

Project Balance List

How to run a Project balance report.
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Written by Jacqui Sullivan. Updated over a week ago

The Project card

The project card explained
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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.
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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
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Written by Jacqui Sullivan. Updated over a week ago

The configuration of Projects - Index of topics

The main configuration topics of the projects
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Written by Jacqui Sullivan. Updated over a week ago

Create an Employee group

How to create employee groups and link employees.
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Written by Jacqui Sullivan. Updated over a week ago

Create an Employee

How to create an employee and assign information
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Written by Jacqui Sullivan. Updated over a week ago

Registering mileage travelled

Register mileage against a project
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Written by Jacqui Sullivan. Updated over a week ago

Project - Employee Time entries

How to enter employee time against a project
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Written by Jacqui Sullivan. Updated over a week ago

Project - Employee Expenses

How to enter employee expenses within Project
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Written by Jacqui Sullivan. Updated over a week ago

Project Configuration

How to configure your Projects with a default setup
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Written by Jacqui Sullivan. Updated over a week ago

Project Groups

How to create Project Groups
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Written by Jacqui Sullivan. Updated over a week ago

Activity Groups

How to create activity groups
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Written by Jacqui Sullivan. Updated over a week ago

Activities within Project

How to create activities
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Written by Jacqui Sullivan. Updated over a week ago

Project - Cost Groups

How to create cost groups within Project
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Written by Jacqui Sullivan. Updated over a week ago

Cost Types

How to create cost types in Project
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Written by Jacqui Sullivan. Updated over a week ago

Project Status

How to utilise Project Status
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Written by Jacqui Sullivan. Updated over a week ago

Bank/Public Holidays in Project

How to setup bank holidays in Project
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Written by Jacqui Sullivan. Updated over a week ago

View account entries Projects

How to view accounting entries posted into Projects
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Written by Jacqui Sullivan. Updated over a week ago

Project Templates

How to create a Project template
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Written by Jacqui Sullivan. Updated over a week ago

Create a Main Project or Sub-Project

How to create a main and sub-project
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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
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Written by Jacqui Sullivan. Updated over a week ago

Project card report

How to print the project card
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Written by Jacqui Sullivan. Updated over a week ago

Project value Report

How to print the project value report
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Written by Jacqui Sullivan. Updated over a week ago

The Employee card

How to print the employee card
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Written by Jacqui Sullivan. Updated over a week ago

Other Project reports

Other reports available relating to the analysis of Projects
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Written by Jacqui Sullivan. Updated over a week ago