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  1. Accounting Seed Knowledge Base
  2. Projects

Projects

Creating Projects

  • Project Setup
  • Create a Project from an Opportunity

Time Cards

  • Set Up a Lightning UI Time Card
  • Set Up Classic UI Time Cards in Salesforce Lightning
  • Set Up Classic UI Time Cards in Salesforce Classic
  • Set Up Time Card Periods
  • Enter a Time Card
  • Create a Budget Time Card
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Labor Costing

  • Enter Labor Cost Rates
  • Decide on how to use Labor Cost Rates

Billing Labor

  • Enter Billing Rates
  • Billing Time Cards

Expense Reports

  • Set Up a Lightning UI Expense Report
  • Set Up Classic UI Expense Reports in Salesforce Lightning
  • Set Up Classic UI Expense Reports in Salesforce Classic
  • Create an Expense Report
  • Create a Billing from an Expense Report
  • Create a Payable from an Expense Report
Accounting Seed Knowledge Base