My project balance is not the same as my client balance.

There are two possible answers:

1) Some payments were not assigned to the particular project. To fix this do the following:

  1. On the Client Details screen, click the grey/beige Accounting tab.
  2. Click on a payment listed there. A pop-up window will appear.
  3. Check the pop-up window if the project's name has been specified. If the name is absent, click the Edit button.
  4. Choose the project from the pull down menu.
  5. Click the Save button.
  6. Repeat Steps 2-5 until all payments have been assigned.

2) You may have non-project related entries. To see the non-project related entries do the following:

  1. Click on the blue Reports tab.
  2. Click on the word Client Summary.
  3. Put in the desired Starting and Ending dates.
  4. Choose the desired client.
  5. Under "Project," choose Non-Project Related.
  6. Put a check next to "Show Description" and "Show Entry Times."
  7. Click the Update button.
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