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Project Accounting

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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 over 1 year ago in Project Accounting 1 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 almost 2 years 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 about 2 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Should be able to attach back-up to Cost Adjustment in Project Accounting in the same way that you can do when posting a nominal journal

No opportunity when posting a cost adjustment in Project Accounting to attach any back-up or supporting evidence. The postings are essentially the same as a journal yet no button to attach anything. So unable to keep good back-up to show auditors.
John Wilkins about 2 years ago in Project Accounting 5 Idea Accepted - Gauging Support

Ability to select a project + Project Item on purchase order requisition

If project accounting available + integrated, user should be able to select a project + project item for a PO Requisition line. This will be passed to the Purchase Order when generated. Problem = user requests PO's for goods, but these need to be ...
Alistair Alistair over 7 years ago in Project Accounting / Requisition 0 Idea Accepted - Gauging Support

Project Accounting Resource Filtering by Project Groups/Project Items

certain resources are not allowed to enter timesheets to all the parts of the Project Tree. Administrators need to be able restrict access to groups and/or project items eg John Smith should only have access to Phase 1 and Phase 2.
Saeed Malik over 6 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Project Selection on SOP Repeat Order Template

Would like the ability to select a project reference and cost code when setting up a repeat order template with the Sales Orders Module.
Guest almost 8 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Would like to report on Budgets in Project Accounting

Currently, there is no facility to report on project item budgets unless transactions have been entered against them.
Richard Cunningham about 10 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Option to collapse the entire project item tree

The project item tree when entering a project transaction opens fully expanded. A number of customers have asked if it is possible to set this to open fully collapsed as they have a lot of levels to their projects and find it difficult to navigate...
Chris Housecroft over 10 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Project Accounting Criteria- Enquiry screen.

Would be great if we could amend this criteria as we do for reports. Or at least change the default drop down view for selection to all (in, between, is, all etc) rather than the current is and all.
Guest over 10 years ago in Project Accounting 0 Idea Accepted - Gauging Support