Zahara's Blog Archive

Illustration of a person with a ponytail, wearing a red jacket, yellow shirt, and blue pants, riding on a unicycle.

Importing Projects

You can import your projects in exactly the same way you can import other assets.  Click on Import Projects Download our template Populate our template Import the saved CSV file back in …

Illustration of a person with a ponytail, wearing a red jacket, yellow shirt, and blue pants, riding on a unicycle.

Managing Projects

Projects are a ring-fencing of spend and can be used in a number of ways. They are designed to be used for job costs or project costs. However, if you are a Xero user you can elect to use projects in …

GRN an order guide Illustration of a person with a long ponytail, wearing a red jacket, blue pants, and white shoes, sitting on a large gray sphere with one leg up.

Project Nominal Restrictions

If you create a project, you can specify which nominal codes (GL Codes / Account Codes) a buyer can choose from. Firstly, when editing the project, switch the nominal restriction to 'On'. Once you h…

GRN an order guide Illustration of a person with a long ponytail, wearing a red jacket, blue pants, and white shoes, sitting on a large gray sphere with one leg up.

Exporting Projects

n the project list view, there is the option to "Export Projects" Click this button and an Excel spreadsheet will be generated.…