Project Accounting allows for transaction entry, billing and revenue capture for your projects.
Do you want the ability to report on the profitability of your projects in one module? Project Accounting allows entry of timesheets, employee expenses, equipment logs, purchase order, inventory and miscellaneous costs that can be billable or just allow for cost capture. Learn how Project Accounting can help you understand where you are on your projects.
The following areas are where we will focus in this course:
Contract, Project, Cost Category, Fee and Template Setup
Transaction Entry for each cost type
Billing Entry Manual
Revenue Entry Manual
Reporting through SmartLists for Projects – Basics, using reminders, and helpful hints, SSRS -Project Specific Reports Only found in SSRS and Excel Dashboard
Instructor: Tanya Henderson
Preparation: The detailed instructions for connecting to the lab environment will be sent prior to class. Students will need a laptop and will attend the course in person, and will use an online connection for the lab environment. If your instructor will use the hands-on training environment you will receive a separate email with the setup instructions. Delivery Method: Onsite
CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.