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Unearned Income
How do I import projects from my accounting system?
How do I import projects from my accounting system?

Setting up unearned income for a new organisation

Updated over a week ago

Edition: Enterprise

User-level: System Administrator, Assistant Administrator, Project Manager, Assistant Project Manager

With the Excel data import function, you can import all your projects from your accounting package. However, if you want to also use the unearned income function you should follow the process below.

  1. Fix the Complete % for all your stages

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