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Importing Actual Amount in Project--> Actual Amount

  • 28 February 2024
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Hello all,

I had been wandering if it is possible to import the Actual Amount → Revenue Budgets in the Projects screen. Since by default the system doesn’t allow us to enter the amounts manually. So how can we import the Actual amounts?

Kindly share your suggestions.

Thanks in advance.

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Best answer by Laura02 28 February 2024, 14:14

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Laura02
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Hello,

The Actual amounts on projects are accumulated naturally from system transactions that contain Project & Task ID’s:  AP Bills, AR Invoices, Expense Reports, Time Entries, GL Transactions, etc.

How to import depends on the type of amounts that you need to import.

Are you migrating project historical figures?  Project Transactions is a good way to enter historical figures: 

  • To enter Project Transactions without updating the GL, leave GL account and subaccount blank on the Project Transactions.
  • Enter costs as positive numbers and revenue/income as negative in Project Transactions screen.

 

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~

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