Manage Job Project General Ledger Entries

The Job Project GL functionality in SapphireOne allows you to manage General Ledger entries related to your Job Projects. This guide will teach you how to create and manage GL entries for accurate financial reporting. The steps are as follows:

1. Navigate to Job Projects > Job Projects > Job Project GL.
2. Click on the New item icon on the main toolbar.
3. Select GL from the drop-down menu.
4. Fill Out Necessary Form Elements:
   • ID – Automatically generated by SapphireOne.
   • Prefix – Optional, can be entered or revised at any time.
   • Project – Enter the Job Project ID (wild card searchable).
   • Type Drop Down Menu – Select GL.
5. Save the form immediately after completion.
6. Reopen the form to ensure all compulsory fields are filled.

For more detailed instructions, please refer to the Job Projects > Job Projects > Job Project GL article.