If you use Project costs in your accounting software, within Capture Expense, you can create projects to which a user can apply expenses in order for you to keep track of what to bill your customers. It allows a user to apply a project to an Expense claim.
Once you have created project, you must assign it to a Category. Then, when the user creates an Expense claim, the Project code is automatically attached to the claim.
To create a project
- Sign in to Capture Expense.
- Navigate to the Project page.
Go to Setup> Project. - Click the + Project button. The Project page appears.
- Ensure the Active option is selected.
- Enter the project Code.
- Enter the project's Name.
- Click the Save button. The Project record is created.
To assign a project a category
- Navigate to Categories.
Go to Setup> Categories. - Click the Edit icon on the relevant Category's record. The Category page appears.
- Select the Enable (Project, Task) option. The options associated to the Project and Task appear.
- Select whether the Project and/or Task is required, Read only, or if you want to hide the project option on the Expense claim.
- Click in the Project field. The Project side menu appears.
- Select the relevant Project.
- Select the Task, if applicable.
- Click the Save button on the Category. The Project is attached to the Category. Now, when a user selects the Category when creating an Expense claim, the Project code is automatically assigned to the claim.