Accountants

PROJECTPRO IS SIMPLE, YET EFFICIENT. TAKE CONTROL OF YOUR EXPENSES.

As an Accountant, you prefer the information itemized for easy importing into the books. Unfortunately, it doesn't always come on a silver platter and often the accountant has to make calls to field employees and managers to explain the transactions on the credit card, invoices, and expenses that might all reside on the same statement.

Fortunately we streamline the communication between employees, managers, and the office. ProjectPro is able to track expenses, field purchases, and invoices, down to the payment type, vendor, date, project, approver, cost item, and account.

The statement is automatically itemized so the accountant can simply export it via CSV/Excel or integrate it directly to QuickBooks Desktop, saving time and preventing headaches.

Furthermore, ProjectPro sends reminders to approvers or employees to set a standard operating procedure for submitting and approving expenses. Simply select a day of the week to send automatic reminders.

HOW THIS IS DONE:

1. Log into the ProjectPro web product and click the “Accountant” dashboard:
2. Easily search for a transaction by selecting from simple filters such as payment type, vendor, date, project, approver, approval status, cost item, and account.
3. Select the transaction(s).
4. Zoom in on each transaction by moving your mouse over the image of the receipt to check for any mistakes.
5. Export transactions via CVS/Excel and import purchases to your accounting software.
6. Or, import directly into QuickBooks as ProjectPro now imports directly to all versions of QuickBooks Desktop.

PROJECTPRO IS SIMPLE, YET EFFICIENT.  TAKE CONTROL OF YOUR EXPENSES.

All it takes is a mobile phone or a tablet and less than a minute to enter a transaction on our expense management software:

1. Take a picture of the receipt or choose from the library
2. Choose a vendor (if applicable)
3. Select the Payment Type (Amex 1234, Reimbursement, Vendor Invoice)
4. Assign the purchase to a project and GL account or cost codes
5. Seperate the total between the material amount and the Sales Tax (if applicable)
6. Review the entry and submit