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Journal Entry against a project

Posted on by 1,575

I have a client that needs to code journal entries against projects.  Is that possible within BC?

Please advise.

JG

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,157 on at
    RE: Journal Entry against a project

    That method is fine. Videos will showcase everything on one line but real users will have multiples. Providing it balances at the end it’s fine. Balancing considers date, document type and document no. too

  • JGarcia123 Profile Picture
    JGarcia123 1,575 on at
    RE: Journal Entry against a project

    Thank you Josh,

    I saw a short video of the Job G/L Journal and it still looks a bit clumsy as the offset is on the same line which doesn't make much sense.  I am actually trying to do something like the following

    Debit 6200 Payroll Expense                                  5000                                    Project 8810

             Credit  1200 Payroll Cash                                               4000                         No Project

             Credit   2400 Payroll WH and Liabilities                         1000                         No Project

    This is coming from a much larger payroll entry with multiple debits (and maybe a rare credit) against payroll expense.  Can I accomplish this in BC Jobs?

    Please advise.  Thank you.

    JG

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 71,749 Super User 2024 Season 2 on at
    RE: Journal Entry against a project

    Hi, Have you tried the Create Job Journal lines function onf the Job Planning Lines page?

    pastedimage1656028287163v1.png

    pastedimage1656028387333v5.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,157 on at
    RE: Journal Entry against a project

    For postings that hit both the job and the g/l use the job g/l journal. For postings that just hit the job use the job journal.

  • JGarcia123 Profile Picture
    JGarcia123 1,575 on at
    RE: Journal Entry against a project

    I appreciate the response, but that does not answer my question, nor do the links help. Within BC jobs is there a way to code a journal entry against a project.  I want to be able to enter normal journal entry, and code selected lines against a job.

    Is that possible?  Please advise.

    JG

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,157 on at
    RE: Journal Entry against a project

    The broader way of doing it is with jobs: docs.microsoft.com/.../walkthrough-managing-projects-with-jobs

    The minimal way is with dimensions

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