Managing project-specific expenses is crucial for tracking costs accurately. In ProcureDesk, you can enable the Job Project feature to associate expenses with specific projects, ensuring better expense management and reporting. This guide will walk you through how to enable and use job projects for tracking expenses.
Prerequisites:
Admin Access: Ensure you have administrative access in ProcureDesk.
Step-by-Step Instructions:
Go to Company Setting:
Log into ProcureDesk and switch to the Admin side.
Click on Configurations > Company Setting.
Navigate to the Expense Module:
Go to the Expenses section.
Enable Job Projects:
Locate the setting labeled Enable Job Project within the Expense module.
Click on it to activate job projects for tracking expenses.
Start Using Job Projects:
Once enabled, users will have the option to select the appropriate job project when entering expenses.
Navigate to the expense form, where you’ll find the option to choose the project on each expense line.
Save and Submit:
After selecting the project on the expense line, update the expense and submit your expenses for approval.
FAQs:
Can I enable job projects for all users?
Yes, it is a global setting, all users with access to the Expense module can select job projects.
Can I edit the job project after submitting an expense?
You can edit the project if the expense is still in draft. Once submitted, changes depend on your company's approval process.