Post a project only charge - CD

1. Click Projects then click Project charges.
2. Enter the details of the cost into the boxes provided, one line per cost.

   Project Ref	Either enter or from the drop-down list choose the project reference.
   Date	Enter the date for the cost.
   Reference	Enter a reference for the cost.
   Details	Enter the cost details.
   Resource	If you have regular postings against a project, for example, a plumber or electrician who always has the same rate and cost code, to save time, you can set up resources. Read more > Either enter or from the drop-down list choose a resource.
   Cost Code	Either enter or from the drop-down list choose a cost code.
   Quantity	Enter the quantity for the cost.
   Rate	If you entered a resource, the default rate for that resource appears. If required, you can change this.
   Total Cost	When you enter a quantity the cost is calculated and appears in the Total Cost column.

3. Click Save and click Close.

Post a project only credit - CC

1. Click Projects and click Project credits.
2. Enter the details of the credit into the boxes provided, one line per cost.

   Project Ref	Either enter or from the drop-down list choose the project reference.
   Date	Enter the date for the credit.
   Reference	Enter a reference for the credit.
   Details	Enter the credit details.
   Resource	If you have regular postings against a project, for example, a plumber or electrician who always has the same rate and cost code, to save time, you can set up resources. Read more > Either enter or from the drop-down list choose a resource.
   Cost Code	Either enter or from the drop-down list choose a cost code.
   Quantity	Enter the quantity for the credit.
   Rate	If you entered a resource, the default rate for that resource appears. If required, you can change this.
   Total Cost	When you enter a quantity the credit is calculated and appears in the Total Cost column.

3. Click Save and click Close.

Correct a project only transaction

To correct a project only transaction, you make a manual correction by posting the opposite transaction:

• To correct a project only charge, CD - post a project only credit, CC.
• To correct a project only credit, CC - post a project only charge, CD.