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Project Accounting

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Clear timesheet from previous week on entry form

When entering a timesheet, after selecting the employee, the timesheet for the previous week appears with 0.00 values but with the project detail. This has to be deleted before entering which can be confusing for the customer.
Kathleen Leask 24 days ago in Project Accounting 0 Idea Accepted - Gauging Support

Project List in Project Accounting showing potential revenue for quotation which is Lost eg misleading

We sometimes link both quotes and sales orders to projects where appropriate. When we first used Sage 200 & Project Accounting, it was not possible to mark a sales quotation as Lost. This feature has been added in a later Sage 200 release whic...
John Wilkins about 2 months ago in Project Accounting 0 Idea Accepted - Gauging Support

Please can you make it possible to amend the Project Title after the project has been saved.

Sometimes when a new project is created and saved I will notice that I mis-typed a word and it would be so simple to be able to call up the project and correct the mistake. Or other times a project will be given a name when it is created but then ...
David Selvage 3 months ago in Project Accounting 1 Idea Accepted - Gauging Support

Add the Sage 50 Projects module to Sage 200 Standard

When customers want to upgrade from Sage 50 to Sage 200 Standard but use Projects in Sage 50, they lose this functionality and its difficult to recreate it using analysis codes. Many Sage 50 customers just want Sage 50 in a cloud format so ensurin...
Natalie Natalie 3 months ago in Project Accounting 3 Idea Accepted - Gauging Support

With Project Accounting if the hierarchy cost rate is updated this should be the default for new time sheets for existing lines when adding a new time sheet, currently the existing lines default to old rate and only new lines pick up the new rate.

With existing lines when creating a new timesheet - week the cost rate defaults to previous rate (incorrectly), if the option to see the cost rates is enabled you can reselect the rate to get the correct rate but if the option is disabled then the...
Graeme Berry 8 months ago in Project Accounting 0 Idea Accepted - Gauging Support

There is no option to View Project Structure Settings in Project Accounting

The other two settings options (Project Accounting Settings & Timesheet and Expense Claim Settings) within the Project Accounting > System Setup folder allow you to view them and have separate read only options. However, Project Structure S...
John Wilkins 9 months ago in Project Accounting 0 Idea Accepted - Gauging Support

Labour rates in project accounting should have start and end dates

Our financial year runs October to September. Yet we give pay rises in January each year as it takes a while to wrap-up year-end, work on the budget etc. In project accounting there is only one labour cost rate available in the "Hierarchy". For ex...
John Wilkins 10 months ago in Project Accounting 0 Idea Accepted - Gauging Support

Unable to re-name or remove phase from project structure

I've discovered that when you're amending a project, there are some issues where Sage 200 doesn't work as you'd expect it to. In Project Accounting I clicked on "Amend Project" then "Amend Project Structure". Whilst in "Amend Project Structure" I ...
John Wilkins 10 months ago in Project Accounting 0 Idea Accepted - Gauging Support

Unable to view Memo text in Project Accounting

When looking at "View Project" screen, the "Show memo text" checkbox is greyed out, so you're unable to look at the memos which have been previously saved when you don't have your window 'full screen'. The only way to view them is to go into "Amen...
John Wilkins 12 months ago in Project Accounting 0 Idea Accepted - Gauging Support

Incorrect information in Nominal ledger in relation to project accounting revenue posting

I've noticed that when we issued a sales invoice from SOP, that there is an inconsistency with the data in the nominal ledger which is a major concern. We issued our sales invoice 4666 in relation to project 575. The sales invoice had two lines on...
John Wilkins 12 months ago in Project Accounting 1 Not an idea