By default, projects are not activated in batches (journals). Projects needs to be activated for each batch, in which you need to process transactions for specific projects.

Activate Projects in Batches (Journals)

Once you have activated Projects in a specific batch, 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 activate projects in batches:

1.On the Action ribbon, select Batch entry.

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.

4.Click on the Advanced tab. 

projects-activate-projects-in-batches

5.To activate “Projects”, select (tick) Projects.

6.Click on the OK button. The selected batch entry screen will be opened and the “Projects” column will be inserted in the batch.projects-batch-entry-projects-lookup

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

Process transactions for Projects in Batches

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

To process transactions in batches:

1.Click on Batch entry (Action ribbon).

2.Select the specific “Batch type” in which you need to process transactions for Projects.

3.Enter the transactions and select the Project from the Project lookup.

projects-batch-entry-balance

4.Balance the batch. 

5.Click on F8:List to print a list of the unposted transactions in the batch.  

6.Click on F6:Post to update the transactions to the ledger. 

7.Once the batch transactions are updated (posted) to the ledger, these batch transactions will be added to the Transactions tab of the project(s).