Adding an Accounting Project

 

 

Adding an Accounting Project

To add an Accounting Project, complete the following steps:

1. Navigate to the Business Unit Profile.
2. Open the GL accounts tab. You may have to hover over the More tab to view the child form fly-out menu and click the GL accounts hyperlink to open this tab.
3. Expand the Projects child form to view the list of currently available Projects.
4. Click the Add icon located on the right side of this child form. The Add Accounting Project pop-up window displays.
5. Complete the following fields:

   Field Name	Required?	Description
   business unit	Required	The business unit field is read-only and defaults to the Business Unit you are currently working with.
   project code	Required	The project code is typically a number, or a sequence of numbers or characters, that is the unique identifier for that project in both NetForum and your accounting system. This is the value that will be displayed in the project drop-down menu for products and prices.
   project name	Optional	The project name is a user-friendly name for this accounting project.
   end date	Optional	If applicable, enter the date when this project will no longer be open for transactions.

6. Click the Save button.

   

   Add Accounting Project Form Completed

Once a project has been added, it will display in the project drop-down list,which displays in the G/L Accounts section for any product or price you add to NetForum.

Project Drop-Down Menu Highlighted on Add - Merchandise Page