Payments are reflected under the Clients Accounting but not under the Projects Accounting. Why is that?

This indicates that the accounting isolation was changed from "Client Accounting" to "Project Accounting" after invoices or payments were made. The payments that were received during "Client Accounting" mode were not assigned to a specific project. therefore, you would not see these payments in the accounting for those projects.

To correct this problem you can do two things:

If the client only has one project and you know that the client will always only have one project, change the accounting isolation back to Client Accounting:

  1. Go to Clients in your blue menu bar
  2. Click into the desired client
  3. Click Edit Details
  4. Change Accounting Isolation to "Client"
  5. Click the Save button


If the client has multiple projects, go to the desired client and then click the grey/beige Accounting tab. There, you will have to go to every payment that was recorded and do the following to each payment:

  1. Click on the desired payment. A pop-up window will open.
  2. Click the Edit button.
  3. Note which invoice this payment is applied to (for a later step) and click the "delete" link at the bottom to unapply this payment to specific invoices (if any)
  4. Click the Save button. The window will close.
  5. Back on the Accounting screen, choose the payment again (use the information you wrote for reference).
  6. Click the Edit button
  7. Choose the appropriate project/matter/case for this payment
  8. Choose the invoice number (as you wrote for reference) and put in the Amount you want to apply
  9. Click the Add button
  10. Click the Save button


 Also asked as: I only see the debits with my project but I can see both debits and credits with my client. What do I do?

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