• Project Allocation to a Revenue Account

    Trying to delete this post
  • Adding a column to payables reporting

    In regards to job costing; it would be super helpful when creating a report of all payables, to have the option to add the "order/quote" field to the reporting columns. That field is there, as an option to us, whenever you enter a payable invoice, but…
  • How to see hours worked in Job Site report after Payroll is submitted?

    I have the 50 Accounting CA version, that allows me access to Job Sites/Time Cards/etc. I recently learned about the Job Site feature; where you can allocate hours worked and materials purchased to a particular project that we have on the go. Currently…
  • A/P listing with project names listed.

    FormerMember
    FormerMember
    It would be great to be able to print a detailed A/P list with the project each invoice is allocated to listed.
  • Which tables and fields show the relationship between payments holder and Projects

    Hello everyone, I'm going to create a report using Crystal report that shows payment info for each purchase invoice including cheque#, payment date, invoice#, Project name I know that Payment info stored in tPmtHdr and was able to almost create the…
  • Established company starting inventory for first time.

    Hi all, We are a small carpentry company with no inventory. We charge customers material and labour, however the material is usually purchased from the hardware store and is charged to the respective project. Recently, we have started to "stockpile…
  • What is the best way to handle overcharging a customer?

    A couple of our project managers are reviewing hours billed on particular project, and these hours have already been invoiced back to the client over a number of invoices spanning the last part of 2015 and into 2016. The project managers are now thinking…
  • Projects - Intelligence Reporting

    I want to be able to print a report of all the projects that have outstanding balance - basically an A/R report for projects. Is this something that can be done with the Intelligence Reporting software?
  • Project Reporting Only Goes Back 1 Year?

    We have some 'straggler' projects from 2014 that are still active projects. It seems I cannot generate any Project Income report that uses a date earlier than Jan. 1, 2015 now that I have rolled over into 2016. That seriously sucks :( Are there any…
  • Project Budget Detail Report

    I am trying to run my Project Budget Detail Reports - Actual Vs. Budget, however the first line of expenses has minimal amounts listed under "unassigned budget amounts". I am not sure why that is or where to go look for the error or what was missed. Does…
  • RE: Designing chart of account

    HI Frans, You may consider setup the 3 groups as projects. When you create the paycheque, in the Paycheques window, you can go to Paycheque in the menu bar and select Allocate to Project. Written below is our KB link of how to setup a project. How…
  • How to best track customer projects costs in Premium 2014

    I have a client, with customers, multiple jobs per customer - needs to track labor and materials costs - do I use projects or payroll job categories my testing shows projects should be used, that timeslips can track labor costs by project, including…