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Projects - Use Projects in Batches (Journals)

Article Index

Use Projects in Batches (Journals)

Activate Projects in Batches (Journals)

Once you have created the Status Groups, the Projects column will be displayed after the Account column; and (before the Tax column, if the No Tax option is not selected on the Advanced tab of the Options for this batch screen) before the Debit column.

  1. Click on the Action → Batch Entry menu.
  2. Select the specific Batch Type in which you need to activate Projects.
  3. Click on the F10: Setup icon to set the Options for the selected batch. The Options for this batch screen will be displayed.
  4. Click on the Advanced tab. The following screen is displayed:
  5. To activate the Projects, tick the Projects tick box.   
  6. Click on the OK button. The selected batch entry screen will be opened and the Projects column will be inserted in the batch.

You may also:

  • Click on the Setup → Batch Types menu.
  • Select the Batch Type and click on the Edit button to access the Options for this batch screen.
 

To deactivate Projects in a specific batch, simply repeat this process and remove the tick in the Projects tick box.

Process Transactions in Batches

Once you have created the Status Groups for Projects, the Project column will be displayed after the Account column; and (before the Tax column, if the No Tax option is not selected on the Advanced tab of the Options for this batch screen) before the Debit column.

When processing transactions, you may select the Projects from the Projects lookup.

To Process Transactions in Batches:

  1. Click on the Action → Batch Entry menu.
  2. Select the specific Batch Type in which you need to process transactions for Projects.
    Enter the transactions and select the Project from the Project lookup.