User Tools

Site Tools


projects

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

projects [2014/12/30 15:00] (current)
Line 1: Line 1:
 +====== Projects ======
  
 +
 +===== Project Basics =====
 + 
 +
 +A project is a logical collection of AR and AP transactions,​ orders, and the like that allow one to better manage specific service or product offerings. SQL-Ledger does not offer comprehensive project management capabilities,​ and projects are only used here as they relate to accounting. One can also add translated descriptions to the project names as well.
 +===== 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 =====
 +
 +===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.
 +
 +**Next:** [[:​Quotations and Order Management]]
 +
 +//(First version from: An Introduction to SQL-Ledger by Chris Travers, 2006)//
projects.txt ยท Last modified: 2014/12/30 15:00 (external edit)