Projects

  • This feature allows documents such as sales invoices and purchase orders to be logged in a project. Resultantly, a project will have its own trial balance and P&L.

  • A number of projects can be created at the same time, these individual projects can be linked to a parent project.

  • You can import and export projects to and from excel, for further information please click here

  • The screenshot below shows a sample grid of the projects finder, which includes some key information.

Grid information explained
  • Project group: The project group determines the defaults adopted, for more information please see project groups.
  • Parent project: A number of sub-projects can be in operation under a parent project.
  • Timesheets, Tasks and Parent: these columns will be ticked if the project enables these features.
Tip

To modify the columns displayed, select in the top right of the page, then untick the information you do not want to see.

Create a new Project

  1. Press New.

  2. Fill out the required fields based on your needs.

    Required fields explained
    Note

    The project group selected will inherit the defaults that were set for the project group.

    Tip

    Hovering over the help icon will explain each box.

  3. Check the tabs.

  • You can add multiple milestones to a project by pressing then filling out the selection criteria.

  1. Once you are happy with your new project setup Create.

  • This project will now be available for use.