Explore the concepts surrounding project accounting and learn about how it operates in Veracross.
Project Accounting Overview
The articles in the Project Accounting category provide background and detailed processing instructions associated with the Project Accounting module in the Veracross Accounting System. They include instructions for day-to-day processing of project-tasks, and referencing project-task numbers on transactions such as AP Invoices, Cash Receipts, etc.
Adding a Project Type
Here is the new version of this article in the Veracross Community. Overview Project types are used to categorize the various projects in the Project Accounting module. Examples might include Fund Raising Events, Athletic Teams, Facilities...
Assigning a Project Manager
Each project has a field designated for assigning an overall Project Manager who is deemed responsible for the execution and successful completion of the task/event. By default, the person assigned to that role is granted permission to view all reports for the project.
Entering/Editing a Project-task Master
Here is the new version of this article in the Veracross Community. Adding a New Project-Task To add a new Project-task, navigate to the Project Accounting homepage and click Add a Project-task . In the new detail screen, enter as much info...
Entering Project-task Numbers on Other Transactions
Here is the new version of this article in the Veracross Community. Overview The project-task field is available on transactions in other areas of Veracross, making it easy to reflect the project-task number as transactions are added to the syst...
Here is the new version of this article in the Veracross Community. Detailed transaction reports are available on each project and can be accessed from one of the many “Report” buttons on a project. Report buttons included are: Rece...
Summaries of a project’s activity can be reviewed by accessing the Contract/Totals tab of each Project-task Master. Cumulative, Period and Budget Summaries are available. This article provides descriptions of the summary fields.