Maintaining project codes

You can add, delete, or modify project codes.
  1. On the sidebar, select General Ledger Interface > Project Code Maintenance.
  2. To create a new project code, click New.
  3. To maintain an existing project code, specify your search criteria:
    Ledger
    Specify the ledger for an existing project code. You can leave this field blank to show all existing project codes.
    Project Code
    Specify the existing project code.
    Description
    Provide the description of the existing project code.
  4. Click Search.
  5. In the Results panel, select an existing ledger to modify.
  6. Specify this information:
    Ledger
    Specify the ledger code that the project code is associated to. This field is disabled when modifying an existing project code.
    Project Code
    Specify the name of the project code. The project code must be unique.
    Description
    Provide the description of the project code.
    Active
    Toggle this switch on to make the project code available for use by other applications such as Receipting.
    Taxable
    If a project offset account is defined, toggle this switch on to calculate the PR type receipts taken against this project code at the tax rate specified.
    If this toggle is switched off, then the receipts taken against this account do not have tax calculated.
    Non-taxable Type
    Specify a non-taxable type if the Taxable check box is cleared. Australian sites should select GST Free and Division 81 non-taxable types.
  7. Click Save.