How do I set up project accounting?
Set up the Payroll application to track payroll transactions for a job that was created in the Project Accounting application. If the interface to Project Accounting is set up, the organization can track expenses, pay codes, time worked, and so on for a job. Setting up the Project Accounting interface will allow a user to add a job number to payroll transactions and use overheads.
Setting up the project accounting interface
1. Open Connect Payroll > Organization > Organization.
2. Click to select the Interfaces tab > Project Accounting tab.
3. Use the Interface menu to select Caselle 4.x
Interface box
What if I can't select Caselle 4.x as the interface? You will need the Connect Project Accounting application. To learn more, contact your client relationship manager at (800) 228-9851.
4. Click .
5. Exit Connect.
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
How do I turn on the Project Accounting interface?
Turn on the Project Accounting interface to make the tools and features for recording and tracking Project Accounting information available in Timekeeping. Before you get started Install and set up Caselle Project Accounting. Turning on the Project ...How do I re-print the Update Project Accounting report?
Timekeeping can re-print the Update Project Accounting without updating duplicate transactions to the Project Accounting database. Re-printing the Update Project Accounting report 1. Open Connect Timekeeping Organization Update Project Accounting. 2. ...How do I print the Update Project Accounting report?
Set up the Update Project Accounting routine to print an update report without updating any transactions to the Project Accounting application. Printing an update report 1. Open Connect Timekeeping Organization Update Project Accounting. 2. Select a ...How do I update Project Accounting transactions that have already been updated?
Caselle sets the update status on transactions that have been updated. The update status prevents the transaction from being updated again. You can reset the update status when you need to re-post transactions to Project Accounting. Before you get ...How do I set up project tracking in Cash Receipting?
Cash Receipting can track payments received for jobs created in Project Accounting. You'll need to turn on the Project Accounting interface to use this feature. Setting up project tracking in Cash Receipting 1. Open Connect Cash Receipting > ...