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Project Credits

Accounts Plus and Accounts Professional only

If you have to record one off credits for a project you don't have to create credit notes. Project Credits are a quick and easy way to record one off credits that aren't for a supplier.

You can also use Project Credits to record adjustments or corrections to other credits for the project.

Project Credits appear on the project activity as CC transactions, and don't update your financial audit trail or stock history.


To post a project credit

  1. Projects > Project Credits > complete the Project Credits window as follows:

    Project Ref

    From the drop-down list, choose the required project.

    Date

    Enter a date for the credit.

    Reference

    Enter up to a 30 character reference for the credit.

    Details

    Enter up to a 60 character detail for the credit.

    Resource

    To automatically enter the quantity and rate from the drop-down list, choose a resource. Find out more about resources

    Cost Code

    From the drop-down list, choose the required cost code. Find out more about cost codes

    Quantity

    Enter the required quantity.

    Rate

    Enter the required rate.

    Total Cost

    Automatically calculates by multiplying the quantity and rate.

  2. Save > Close.

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