Projecten

Projecten in osFinancials

You may create Reporting Groups (Status Group) for Projects. These Projects may be activated in batches and documents.

Once the batches and / or documents are posted (updated to the ledger), you may generate various reports for each Projects on the Sidebar of the Action menu.

The processes for Projects are as follows:

1. Activate Projects

2. Create Project Groups (Status Group)

3. Create a New Project

4. Add Budget for Projects

5. Create Documents for a Project

6. Create Invoices for Hours

7. Use Projects in Batches (Journals)

   1. Activate Projects in Batches (Journals)

   2. Process Transactions in Batches

8. Reports

1. Project - Stock Items

2. Project – Hours

3. Project – Statements

4. Project – Totals

5. Project – Transactions