• Security and Roles: Easily setup new users and the level of security to access.

• Project Setup: Setup new projects with a few simple clicks.

• Account/Cost Code Setup: Assign each project with the appropriate general ledger account or cost code to manage project costs.

• Select Cost Items to allow for field purchases: By default, all cost items in the job will be available for employees to assign field purchases to. Most likely, there will be cost items you would like to disallow for this purpose, you may uncheck them as the administrator.

• Transaction Reminders:  ProjectPro send reminders to 'approvers' or 'field employees' as needed, or to set a standard operating procedure, select a day of the week to send automatic reminders.

• Track Projects Costs:  ProjectPro allows businesses to track transactions by assigning transactions to each project.

• Transaction Approvals: In project-oriented businesses, often the project managers are responsible for approving the  transactions of each project. ProjectPro allows management to easily approve, change, or decline transactions to ensure accurate financial statements.

• Cost Code Management:  ProjectPro also allows another layer of management by allocating transactions to project cost codes. This level of detail gives management a deeper understanding of how each aspect of the project performed.

• Export Transactions:  After the project manager has approved the purchase, export transactions by type to accountant, with a few simple clicks.

Budget Management

• ·Budget Management:  ProjectPro has the ability to enter budgets for each project and account or cost code.  ProjectPro also alerts the managers if the project and cost code go over budget.

• Project Budget Setup:  When setting up a new 'Job', import or create a budget for each account and cost code to manage the project per the budget.

• Outstanding Project Purchase:  With daily visibility into outstanding purchases by job, critical budget decisions can be made with confidence. 

• Budget Alerts: Immediate email notification to managers if a submitted transaction exceeds the budget, and an in-app notification alert to your field employee before they submit the purchase.

• Real Time Job Costing Visibility: ProjectPro gives managers access to outstanding purchases, already job costed, to help them make the best budgetary decisions possible based on real time information rather than waiting for the credit card statement.