Project Miscellaneous tab

Open: Project Accounting > Utilities > System Setup > Project Accounting Settings | Miscellaneous.

Select from the following settings:

Project coding

1. If you use a simple numbering system and want Project Accounting to generate your project codes automatically, select Automatically generate project codes.

   Consecutive numbers will be allocated to your projects, beginning with the number entered in the Set next code to box. This will initially be set to 0000000001, but you can change the number if required.

2. If you want to use your own manual project coding method or use alphanumeric codes for your projects, clear the Automatically generate project codes box. You will manually enter the project code when you create a new project.
3. To save your settings, click OK.

Display settings

• Display project structure when displaying project information

  Select this to always display the project structure when displaying a project record (e.g. when amending a project).

  Clear this option to hide the project structure in the appropriate windows. You must select Show Project Structure to display the structure.

  This can be useful as it enables a user to choose a project item from the project structure, when entering the project analysis on a transaction. If you have projects with different groupings, and many contain the same project items, this can help to make sure that the correct project item is chosen.

• Hierarchy separator

  Enter your preferred separator. The separator can be in any format up to 10 characters. For example, -, >, or a space.

  The separator displays on the ...(by structure) reports and separates each level of the project hierarchy.

  Examples of hierarchy separators

  Hierarchy Separator	Example
  ----
  4 spaces (pressing the space bar four times).
  No separator

Billing settings

Combine credits and debits on a single document	Select this to produce a single invoice or credit note that combines the positive and negative values on each bill. Clear this to produce separate invoices and credit notes for the positive and negative billing lines on the bill.
Include project information on bill line description	Select this to include the project code and description on bill lines in your invoices by default. You can select or clear this option for each individual bill line. Note: This will only apply to bill lines and not comment lines.