Could you please explain or direct to a document that describes how to allocate expenses and revenue to respective customers and projects? In the past i would add a receipt/payment and it will prompt to select a customer and project but it doesn’t happen now in this new version ( i’m new to the software but when i played with it few months back i was able to reference to projects easily) I really need this to be able to pull a report on each project/client. Thx
You need to furnish more detailed information before anyone can offer specific information. In general, though, you need to be sure everything is set up in advance. For example, project options do not appear unless you have projects defined. And your memory may be faulty, because Manager does not prompt you for anything. Fields are available when the context is appropriate, but you need to proactively make selections.
Version number?
Illustrate your problem with screen shot where you find yourself when running into the problem.
I was able to figure it out. The issue was that i didn’t set up accounts in chart of accounts so i didn’t see projects as option under payments and receipts. Works now. thx