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+ | ====== Projects ====== | ||
+ | |||
+ | ===== Project Basics ===== | ||
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+ | A project is a logical collection of AR and AP transactions, | ||
+ | ===== Timecards ===== | ||
+ | |||
+ | Timecards allow one to track time entered on specific services. These can then be used to generate invoices for the time entered. | ||
+ | The non-chargeable is the number of hours that are not billed on the invoice. | ||
+ | One can then generate invoices based on this information. | ||
+ | The project field is not optional. | ||
+ | |||
+ | ===== Projects and Invoices ===== | ||
+ | |||
+ | One can select the project id for line items of both AR and AP invoices. These will then be tracked against the project itself. | ||
+ | |||
+ | ===== Reporting ===== | ||
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+ | ===Timecard Reporting=== | ||
+ | The Timecard Report allows one to search for timecards associated with one or more projects. One can then use the total time in issuing invoices (this is not automated yet). | ||
+ | |||
+ | =====Project Transaction Reporting===== | ||
+ | The Standard or GIFI options can be used to create different reports (for example, for Canadian Tax reporting purposes). | ||
+ | This report brings up a summary that looks sort of like a chart of accounts. Of one clicks on the account numbers, one can see the transactions associated with the project. | ||
+ | |||
+ | =====List of Projects===== | ||
+ | This provides a simple way of searching for projects to edit or modify. | ||
+ | |||
+ | ======Possibilities for Using Projects====== | ||
+ | One can use them similar to departments for tracking work done for a variety of customers. | ||
+ | One can use them for customer-specific projects, such as this training. | ||
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+ | **Next:** [[: | ||
+ | |||
+ | //(First version from: An Introduction to SQL-Ledger by Chris Travers, 2006)// |
projects.txt · Last modified: 2014/12/30 15:00 by 127.0.0.1