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A project can refer to a special event, a one-time outreach program, a building project, or anything for which you want to track expenses and revenues for a period of time. Projects help you to keep a record of the revenues and expenses charged to multiple accounts for special reporting purposes.

Once you have added your projects, enter the project code when entering transactions. ACS tracks the amounts charged to the revenue and expense accounts for each project code. Projects allow you to group accounts together for reports even if the accounts belong to different sets of books.

You can add a project at any time, and you can add as many project codes as you want to meet the needs of your organization.

 To add a project
  1. Under Advanced Tools, click the Define Lists tab.
  2. In the drop-down list, select General Ledger and click Go .
  3. Select Projects and click Add.
  4. Enter the Project Code, Project Description, Projected Revenues, and Projected Expenses.
  5. To add another project code, select Add Another.
  6. Click OK.
 To update a project
  1. Under Advanced Tools, click the Define Lists tab.
  2. In the drop-down list, select General Ledger and click Go .
  3. Click Projects.
  4. Select the project you want to change and click Edit.
  5. Update the Project Description, Projected Revenues, and Projected Expenses, as necessary. You cannot update the Project Code.
  6. Click OK.
 To delete a project
  1. Under Advanced Tools, click the Define Lists tab.
  2. In the drop-down list, select General Ledger and click Go .
  3. Click Projects.
  4. Select the project you want to delete and click Delete. You cannot delete a project if it is assigned to transactions.
  5. Click OK.
 To print a project list
  1. Under Advanced Tools, click the Define Lists tab.
  2. In the drop-down list, select General Ledger and click Go .
  3. Click Projects, then click Print.
  4. To display items marked as not active, select the Include Inactive Lists? option.
  5. Click Preview to display the report before printing, or click Print.