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Accounting information in can generally be found in the following areas: Clients and Freelancers.
Client window can be used to enter and edit client profiles. These include billing contact information (like VAT code), postal address, payment terms, and invoicing policy. See the following topics for details:
The following tabs may also pose interest to accounting staff (see respective topics):
Additional windows in Clients section also provide accounting information:
Quotes to Clients
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Quotes to Clients window is basically identical to the Quotes tab of the Client window; though unlike the latter, Quotes to Clients window contains quotes for all clients.
See Quotes to Clients window
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Invoices to Clients
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Invoices to Clients window is identical to the Invoices tab of the Client window; though unlike the latter, Invoices to Clients window contains invoices for all clients. This window also contains Mass Invoicing button.
See Invoices to Clients window
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Payments from Clients
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Payments from Clients window contains information on payments from all clients. The outlay of this window is similar to Payments tab of the Client window. This window also contains Mass Payments button.
See Payments from Clients window
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Balance of Clients
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Balance of Clients window provides basic balance sheet of your clients accounts: total payments, total invoices and general balances of all clients, and is almost similar to Accounts tab of the Client window.
See Balance of Clients window
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Client folders
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Client Folders window can be used to access clients folders, create new folders, explore and search in them. It is very similar to Files tab of the Client window.
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Schedule of Projects
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Schedule of Projects window displays in a graphical all projects for the selected period, with color distinction for current/due today/overdue Projects and so on.
See Schedule of Projects
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Freelancers window can be used to enter and edit freelancer profiles. These include billing contact information (like VAT code), postal address, payment terms. See the following topics for details:
The following tabs may also pose interest to accounting staff (see respective topics):
Additional windows in Clients section also provide accounting information:
General Prices for Freelancers
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With the help of General Prices for Freelancers window you can manage list of general prices for different freelancers jobs.
See General prices for freelancers
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Quotes from Freelancers
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In the Quotes from Freelancers window all Quotes from the database can be viewed and edited.
See Quotes from freelancers window
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PO to Freelancers
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In the PO to Freelancers window all purchase orders of all freelancers can be viewed and edited.
See Pos to freelancers window
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Payments to Freelancers
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In the Payments to Freelancers window all payments to all freelancers can be viewed and edited.
See Payments to freelancers window
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Balance of Freelancers
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Balance of Freelancers window can be used to review the total Payments, POs and account balance of all freelancers.
See Balance of freelancers window
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Expert Folders of Freelancers
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Expert Folders of Freelancers window contains expert folders for freelancers with a possibility to create, search and explore them.
See Folder navigation in Projetex 7.0 Workstation
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Schedule of Freelance Jobs
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In the Schedule of Freelance Jobs window all freelance jobs for the selected period are displayed in a graphical view with color distinction for current/due/overdue jobs, allowing to get the situation at one glance.
See Schedule of freelance jobs window
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See also:
Client, project and freelancer accounts
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Accountant basic working procedures