Financial integration settings

In the financial integration settings you can specify the calculation basis that determines to which turnover account the amounts are posted.

When journalising project invoices, Profit determines the ledger accounts using the integration groups and/or article groups of the work types, costs or articles in question. However, if you use integration accounts, when journalising project invoices, Profit determines the ledger accounts using the integration accounts instead of the ledger accounts of the integration group.

Financial integration settings:

  1. Go to: Projects / Management / Settings / Integration financial.
  2. Go to the Projects tab.
  3. Select the calculation basis for the turnover entry in Turnover entry calculation basis.

    If you select Employee, Project or Work type here, then you must set up a separate ledger account to which the turnover is to be journalised for each employee, for each project or for each work type. If you select Project group or Integration/Item group here, then you specify the settings per group and the setting applies to all projects and/or work types in that group. You can also select one of the custom dimensions here.

  4. Click on: OK.

Directly to

  1. Configure project invoice journalising
  2. Add the integration type for journalising project invoices
  3. Financial integration settings
  4. Add an integration account
  5. Set up an integration group
  6. Configure the reversal of credit project invoices
  7. Configure the allocation for project journalising
  8. Journalise cost centres from actual costing
  9. Configure project invoicing
  10. Authorise project invoicing
  11. General project invoicing settings
  12. Set a project for project invoicing
  13. Set a project for project invoicing with a deviating VAT rate group
  14. Project invoice numbering
  15. Add a project invoice journal
  16. Add ledger accounts for project journalising
  17. journalising
  18. Set the report layout for project invoices
  19. Configure a sales contact profile for project invoicing
  20. Configure a sales contact/debtor for project invoicing
  21. Set manual project invoicing for multiple administrations
  22. Split domestic and international VAT duty invoicing
  23. 'G'-account in projects