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Projects report
The Projects report generates a list of all projects as a PDF document. Reports > Finance > Chart of Accounts: Projects How do I generate the report? Click Preview to generate the PDF.
How to view and manage My Projects
The My Projects screen gives each project manager a quick overview of their projects — including the project balance and which learners have paid — provided learners have been linked to the project. My Home > MY Information > My Projects How do I ...
How to set up and manage Projects
The Projects function allows schools to ring-fence income and expenses for a specific activity. When a project is closed, the net profit or loss is automatically transferred to the profit and loss account. Finance > Projects How do I create a ...
Generate a Chart of Accounts Project List
Summary: Generate a comprehensive chart of accounts project list that maps your project-specific accounts and provides insight into your financial structure and account allocations. Navigation: Reports > Reports: Finances > Charts of Accounts: ...
How to generate a Project Detail report
The Project Detail report generates a PDF breakdown of all financial transactions linked to a project. You can view transactions across all periods or filter by a specific date range, and group results by transaction, register class, or linked ...