Project Setup

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6 comments

  • Rebecca Ralls

    The Project and Project Tasks are fields that are available on the Payable Line.

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  • Rebecca Ralls

    Hi John,

    You can run a transaction report in the salesforce reporting engine (reports Tab), and add a filter for the Project field to return only transactions that are linked to that specific project.  It should return all activity - Billings, Payables, Journal entries, etc. where that project was included.  

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  • John Maiolo

    I created a project for a building renovation which started June 2022. Where is the field in the invoice data entry screen where the AP clerk can choose the project that I set up when she pays an invoice for construction materials, Architectural design, labor or supplies. 

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  • John Maiolo

    how do you run a report that shows all the activity that hit the project?

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  • Ryan Faulkingham

    Hi Katie,

    Yes, there was an incorrect change to the name of the label, but the functionality is still related to expenses and not revenue. This has been corrected in our newest release Clover. 

    Thank you,

    Ryan

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  • Katie Kampmann

    In Summary of Steps to Create Project Tasks, Step 9 states:  Labor GL Account - Upon posting a time card, a debit entry will be made to this GL Account, and a corresponding credit entry will be made to the Labor GL Account set in the Accounting Settings tab for each Time Card Day.

    However, on the Project Task the label for that field is Revenue GL Account. 

    Is the label on the Project Task incorrect? 

     

     

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