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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 year ago

Edition: Enterprise

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

Previous steps: Enable the unearned income feature

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. Import all your data

  2. Fix the Complete % for all your stages

  3. Enable the setting

Where to next?

How do I use the unearned income feature?

What other features does this relate to?

Excel Financial Information

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