accpac simply accounting 9.0 Benutzerhandbuch

Part 1:  Setting Up 

5–2    Simply Accounting 

 

SW9UG 1-5.doc, printed on 1/10/02, at 1:24 PM. Last saved on 1/10/02 12:18 PM. 

 

The revenue and expense accounts that come with the Simply 
Accounting templates are already set to allow project allocation. 
However, if you add new accounts, or if you want to allocate 
from other types of accounts, you must turn on the option for 
each account. 

If you plan to allocate from asset, liability, or equity accounts, we 
recommend that you check with your accountant.  

1.  In the Home window, choose the Accounts icon, open the 

account you wish to use for allocation, then check the Allow 
Project Allocations box.  

This field appears only in 
the Canadian version. 

 

Check this box to be able 
to allocate amounts to 
projects from this account. 

 

 

Save 

2.  On the File menu, choose Save.  

 

You can use the project features in Simply Accounting to keep 
track of jobs, cost centres, profit centres, departments, branches, 
or any other type of division. If you prefer not to call these 
“projects,” you can rename the module. 

1.  In the Home window, on the Setup menu, choose System 

Settings, then Names.  

† Turn on project option 
† Rename the module 
† Decide how to allocate 
† Add projects 

5 Turn on project option 
† Rename the module 
† Decide how to allocate 
† Add projects