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Accounting information in Projetex can generally be found in the following areas of the Workspace: Clients and Freelancers.
Clients section
The Client window can be used to enter and edit client profiles. These include billing contact information (like VAT codes), the postal address, payment terms, and the invoicing policy.
The following tabs may also be of interest to accounting staff:
Contacts list
Prices for clients
Client Jobs
Invoices to client (this is where invoices to client can be created)
Payments from client (this is where payments from client can be registered)
Payments to client
Client Accounts
Additional windows in the Clients section also provide accounting information:
Quotes |
The Clients: Quotes window is basically identical to the Quotes tab of the Client window; though unlike the latter, it contains quotes for all clients. |
Prices |
With the help of the Clients: Prices window you can manage a list of prices for different client jobs. |
Client Jobs |
The Client Jobs window contains information on client jobs of all clients. The layout of this window is similar to the Clients Jobs tab of the Client window. |
Invoices |
The Clients: Invoices window is identical to the Invoices tab of tab Client window; though unlike the latter, the Invoices to Clients window contains invoices for all clients. This window also contains the Mass Invoicing button. |
Credit notes |
The Clients: Credit notes window is identical to the Credit notes tab of tab Client window, but the Credit notes to Clients window contains credit notes for all clients. |
Payments |
The Clients: Payments window contains information on payments from all clients. The layout of this window is similar to the Payments tab of the Client window. This window also contains the Mass Payments button. |
Refunds |
The Clients: Refunds window contains information on refunds to all clients. The layout of this window is similar to the Refunds tab of the Client window. |
Client Accounts |
The Client Accounts window provides a basic balance sheet of your client accounts: total payments, total invoices and general balances of all clients, similarly to the Accounts tab of the Client window. |
Calendar of Projects |
The Calendar of Projects window graphically displays all projects for a selected period, with color distinction for current/due today/overdue Projects and so on. |
Freelancers section
The Freelancers window can be used to enter and edit freelancer profiles. These include billing contact information (like VAT codes), the postal address and payment terms.
The following tabs may also be of interest to accounting staff:
Prices of freelancer
Quotes from freelancer
Freelance Jobs
Purchase orders to freelancer
Payments to freelancer
Additional windows in the Freelancers section also provide accounting information:
Prices |
With the help of the Freelancers: Prices window you can manage a list of general prices for different freelance jobs. |
Quotes |
In the Freelancers: Quotes window all Quotes from the database can be viewed and edited. |
Freelance Jobs |
In the Freelance Jobs window all freelance jobs of all freelancers can be opened and edited. |
POs |
In the Freelancers: POs window all purchase orders of all freelancers can be viewed and edited. |
Payments |
In the Freelancers: Payments window all payments to all freelancers can be viewed and edited. |
Freelancer Accounts |
The Freelancer Accounts window can be used to review the total Payments, POs and account balances of all freelancers. |
Calendar of Freelance Jobs |
In the Calendar of Freelance Jobs window all freelance jobs for the selected period are displayed in a graphical view with color distinction for current/due/overdue jobs, allowing one to take in the situation with one glance. |
See also:
Project manager basic working procedures
Corporate expert basic working procedures