When launching projects, the default view, will list all the available projects. If a project is selected, three tabs (i.e. Documents, Transactions an Project Quote) is available to manage your project. 

Project list screen 

This screen will list all projects created with the New button and as edited with the Edit button will be listed. 

The details of this screen, is as follows:

1.Sidebar 

a)New – Add or create a new project.

b)Delete – Delete a selected project.

c)Edit – Edit a selected project. 

d)Save – Save changes to selected project.

e)Cancel – Aborts any changes without saving any edited / changed details of a selected project 

2.Reports – Select and print the following reports:  

a)Transactions – Prints the transactions of documents and batches which is posted (updated) to the ledger.

b)Hours – Prints the Hours report for documents created / edited  for the Hours event and Invoices created for debtor (customer / client) appointments.

c)Stock items – Prints the details of each stock item 

d)Statements – Prints the statement of the project.

e)Totals – Prints the summary of the project totals  

3.Search / Filter – Search for a project by project code or project description. You may also filter by selecting specific project groups. 

4.Columns – List the projects.

a)Code – Project code 

b)Description – Project description 

c)Start date – The date entered or selected on which the project commenced.

d)Ends on – The end date entered or selected on which the project will / should be completed. 

e)Enabled – “1” = Enabled and ”0” = Disabled. 

f)Status – This is the selected group as added on the “Projects” option (Groups on the Setup ribbon). 

Selected Project screen

The selected project screen allows you to edit a project details and to manage a selected project on the Documents, Transactions and Project Quotes tabs. 

Documents tab 

The Documents tab, lists all the document types; i.e. purchase documents (Purchases, Supplier returns and Orders) as well as sales documents (Invoices, Credit notes and Quotes) which are processed for the selected Project.

The documents on this list include posted as well as unposted documents.  

The options, is as follows:

1.Type – Select a purchase document (Purchase, Supplier return or Order) or a sales document (Invoice, Credit note or Quote).

2.New – Create a new document for the selected document type. 

3.Edit – Opens the selected document on the list in the “Document entry” screen. 

a)Unposted document – You may edit the document, if necessary.

b)Posted document – This document cannot be edited.

Transactions tab 

Only the transactions in documents and / or batches, which are posted (updated) to the ledger, will be listed.  

the transactions will be listed in the “Debit” or “Credit” sections. A brief summary of the transactions in the “Debit” or “Credit” sections, is as follows: 

1.Debit – Invoices and Supplier return documents will be listed for the Debtor or Creditor account. The contra accounts (e.g. Sales and Stock control and Tax accounts) will be listed in the “Credit” credit section. 

2.Credit – Credit notes and Purchase documents will be listed for the Debtor or Creditor account. The contra accounts (e.g. Sales and Stock control and Tax accounts) will be listed in the “Debit” credit section. 

Context menu  

Right-click on selected transactions to access the context menu. 

- Delete selected transaction(s) from a project. 

 - Add selected transaction(s) to a project.

Project Quote tab

The options, is as follows:

1.New – Create a new “Project Quote” for the selected document type. 

2.Edit – Opens the selected “Project Quote” on the list in the “Document entry” screen. 

a)Unposted document – You may edit the document, if necessary.

b)Posted document – This document cannot be edited.