How do I enable project-level accounting?

To enable project-level accounting as a default in the system:

  1. Click on Settings at the top of the screen
  2. Click on the System tab
  3. Click on the Edit Settings button
  4. Under Accounting Isolation, change the setting to Project (or whatever labor mnemonic you have chosen)
  5. Click the Save Changes button

If you don't need to do project-level accounting for a specific client, do the following:

  1. Click on the blue Clients tab
  2. Choose the desired client
  3. Click on the Edit Details button
  4. Under Accounting Isolation, change the setting to Client
  5. Click the Save button
Updated: March 10th, 2010