Project-Based Ledger Entry Tracking
When posting sales or purchase invoices or credit memos with a project reference, the Project No. field is automatically transferred to the corresponding customer or vendor ledger entries.
Maintaining the project context in ledger entries enables you to:
- Filter ledger entries by project (Customer and Vendor)
- Analyze receivables and payables by project
- Track payments to or from customers and vendors for specific projects
- Generate project-specific financial and cost reports
To view ledger entries with project information
- Choose the
icon, enter Customer Ledger Entries or Vendor Ledger Entries, and then choose the related link. - The Project No. field displays the project reference for each invoice or credit memo entry.
- Use the filter pane to filter entries by a specific project number.
See Also
Invoicing Processes
Purchase Processes
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