Basic working procedures > Accountant basic working procedures

Accounting information in Projetex can generally be found in the following areas: Clients and Freelancers.

Clients section

Client window can be used to enter and edit client profiles. These include billing contact information (like VAT code), postal address, payment terms, and invoicing policy.

The following tabs may also pose interest to accounting staff:

•	Contacts list

•	Prices to client

•	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)

•	Client balance

Additional windows in Clients section also provide accounting information:

Quotes to Clients

Quotes to Clients window is basically identical to the Quotes tab of the Client window; though unlike the latter, Quotes to Clients window contains quotes for all clients.

Clients Jobs

Client Jobs window contains information on client jobs of all clients. The outlay of this window is similar to Clients Jobs tab of the Client window.

Invoices to Clients

Invoices to Clients window is identical to the Invoices tab of the Client window; though unlike the latter, Invoices to Clients window contains invoices for all clients. This window also contains Mass Invoicing button.

Payments from Clients

Payments from Clients window contains information on payments from all clients. The outlay of this window is similar to Payments tab of the Client window. This window also contains Mass Payments button.

Balances of Clients

Balances of Clients window provides basic balance sheet of your clients accounts: total payments, total invoices and general balances of all clients, and is almost similar to Accounts tab of the Client window.

Schedule of Projects

Schedule of Projects window displays in a graphical all projects for the selected period, with color distinction for current/due today/overdue Projects and so on.

Freelancers section

Freelancers window can be used to enter and edit freelancer profiles. These include billing contact information (like VAT code), postal address and payment terms.

The following tabs may also pose interest to accounting staff:

•	Prices of freelancer

•	Quotes from freelancer

•	Freelance Jobs

•	Purchase orders to freelancer

•	Payments to freelancer

Additional windows in Clients section also provide accounting information:

General Prices for Freelancers	With the help of General Prices for Freelancers window you can manage list of general prices for different freelance jobs.
Quotes from Freelancers	In the Quotes from Freelancers 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 viewed and edited.
PO to Freelancers	In the POs to Freelancers window all purchase orders of all freelancers can be viewed and edited.
Payments to Freelancers	In the Payments to Freelancers window all payments to all freelancers can be viewed and edited.
Balance of Freelancers	Balance of Freelancers window can be used to review the total Payments, POs and account balance of all freelancers.
Schedule of Freelance Jobs	In the Schedule 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 to get the situation at one glance.