When utilizing budgeting, some companies track their spending by using additional general ledger dimensions such as projects. Projects need to be enabled and uploaded before they can be used on purchase requisitions and/or invoices.
This article will show you, an Accounts Payable Employee, how to manage projects for your company's account.
Step 1: On the Certify homepage, click Certify then click AP.
Step 2: This is your Certify AP dashboard. Click the Budgeting tab.
Step 3: In the Projects box, click Set Up Projects.
Step 4: This is the Set Up Projects page. To create a new project, go to the New Project box and fill in the Project Name, Number, and ERP ID.
Step 5: Click Add Project.
Step 6: Your new project will appear with your existing projects at the bottom of the screen.
Step 7: To manage/edit your existing projects, search them by name in the Filters box, then click the pencil icon next to the project you'd like to edit.
Step 8: From here, edit the Project Name, Number, ERP ID, and Activate/Deactivate the project.
Step 9:Click Update when complete.