The Accounting tab displays projects in terms of payment and is used to control receipts.

This is not accounting in the classical sense, but a tool for quick understanding.:

• which projects have been paid for

• which ones are in the process of payment

• which ones are in arrears

What is displayed

The table contains the same projects as the Projects tab, but supplemented with financial fields.:

• company

• date

• counterparty and client

• project

• project amount

• project status

• payment amount (Paid)

• document number (Invoice)

• payment status (paid / partially paid / in progress)

How the data is generated

The data in the table is filled in automatically:

• if a package of documents has been created in the project, the document number appears in the Invoice column.

• if the "Finance" section containsArrival, the amount is displayed in the columnPaid for

• The account status changes depending on the amount of the payment.

Payment logic

• if the amount isThe amount is equal to the amount of the project → status: paid for

• if the amount is less → partially paid

• if there are no payments → in progress

One project can contain multiple documents, but one document always refers to only one project.

What can I do?

The table allows you to:

• monitor the payment of projects

• quickly find unpaid projects

• track partial payments

• filter projects by payment status

Working with the table

• Clicking on the line opens the project

• The table supports filters, sorting and searching.

• You can customize the display of the columns

Important

• Bills cannot be created or edited in the table

• All financial transactions are performed within the project (Finance section)

• The table is used only for monitoring and analyzing payments.

When to use

The Accounting table is convenient when needed.:

• check which projects have been paid for

• find projects with debt

• monitor the flow of funds

• quickly get a financial picture of projects