accpac simply accounting 9.0 Benutzerhandbuch
Chapter 17: Allocating Revenues and Expenses to Projects
User Guide 17–1
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Allocating to
Pr
ojects
ojects
Allocating Project Revenues and Costs
Once you have set up project allocation, as discussed in
Chapter 5, “Setting Up Projects,” you can allocate each item on a
transaction.
Chapter 5, “Setting Up Projects,” you can allocate each item on a
transaction.
You can allocate amounts to projects from the following
transaction windows:
transaction windows:
■
Adjustments.
■
Miscellaneous Transactions.
■
Paycheques.
■
Payroll Cheque Run.
■
Purchases, Orders, and Quotes.
■
Sales, Orders, and Quotes.
Allocating an Amount to a Project
1. In the Home window, choose the transaction window you
need, and enter the transaction as you normally would.
Allocate
2. Select the item you want to allocate, and then click the
Allocate toolbar button.
Note: This item must be associated with a revenue or
expense account (numbered in the 4000s or 5000s).
Paycheques are always associated with an expense account.
expense account (numbered in the 4000s or 5000s).
Paycheques are always associated with an expense account.
3. Select the projects that are associated with the item: