Visma eEkonomi Pro

Link project to document

By linking different documents to projects, you can follow up the results for the project on a running basis. You can link the projects you create to the following types of documents:

Purchase invoices
Quotes
Orders
Sales invoices
Journal entries for Purchase with receipt and Other withdrawal.

Projects are activated in all ledger accounts between numbers 3000-8999. Other accounts can be activated for accounting entry against projects by editing the respective account under Settings - Chart of accounts.

Select projects on documents

When you create one of the above documents, a column is shown where you select which project should be linked to the transaction. On quotes, orders and invoices, you can choose to link the invoice as a whole to a certain project. Select the project in the invoice header in such a case. You can even chose to link projects to individual transactions rows.

Show project on sales invoices

If you want to print the project name on invoices there is a setting for it under Settings - Company settings - Other settings. If the items invoiced all concerns one project the project name will be printed in the invoice head. If the invoice items belongs to different projects the project name will be printed on the individual invoice rows.

Link customer to project

If you link a customer to the project, the project is automatically indicated on all quotes, orders and invoices to the customer. The link to the customer is made when you create the project under Accounting - Projects.

Get reminders about adding project to invoices and journal entries

You can enable a setting for getting reminders about adding projects when registering invoices and journal entries. The setting is available as a checkbox in the company settings under Settings - Company settings - Accounting settings. When selecting this checkbox, anyone who registers invoices in the program will be reminded to add projects, whenever applicable.