{"id":28583,"date":"2025-02-26T16:39:13","date_gmt":"2025-02-26T14:39:13","guid":{"rendered":"https:\/\/support.simplbooks.ee\/?post_type=ht_kb&p=28583"},"modified":"2025-09-17T15:03:30","modified_gmt":"2025-09-17T12:03:30","slug":"project-settings","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/project-settings\/","title":{"rendered":"Project settings"},"content":{"rendered":"

Settings -> Environment settings -> Project settings<\/strong><\/p>\n

Projects allow you to track specific work-related expenses and income. Projects can be assigned to purchase and sales invoices, financial transactions and also when preparing payroll calculations.<\/p>\n

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<\/span>Creating a project<\/div>
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  1. Code<\/strong> – a unique project code<\/li>\n
  2. Name<\/strong> – the project name or a short description<\/li>\n
  3. Main project<\/strong> – marked if subprojects are in use. The main project must be added first, followed by the subproject(s). Typically not used.<\/li>\n<\/ol>\n
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    \u00a0<\/div>\n<\/div>\n<\/div>\n
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    When adding projects, they can be searched by both code and name.<\/p>\n\u25cf<\/span> In the project code, you are allowed to use hyphens, periods, numbers, uppercase letters and lowercase letters.<\/span><\/p>\n\u25cf<\/span> The recommended length for a project code is up to 10 characters.<\/p>\n\u25cf<\/span> The system will display an error message and prevent the project from being saved if the project code contains spaces or special characters (such as _ @ + ; % , !).<\/p>\n

    If you no longer wish to use a project, it can be deactivated by clicking the “Active” button.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

    <\/span>Project filter<\/div>
    The project filter will appear in the accounting reports (main ledger, daybook, balance sheet, profit and loss statement) if at least one project has been entered in the settings.<\/p>\n

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    Reports<\/strong> -> Project report<\/strong><\/a><\/span><\/span>read here about project report<\/span><\/span><\/span><\/span> provides an overview of the projects added to purchase and sales invoices, receipts, payments and salary calculations.<\/p>\n

    If the project has only been entered in a financial transaction, this information will not be reflected in the project report. However, you can retrieve this data from the financial statements.<\/p>\n<\/div><\/div><\/div>\n

    You can read the guide on adding projects to documents<\/strong> “How to add a project (invoices, payroll, transactions)?<\/a>“.<\/p>\n

    If you have any additional questions, please write to us at support@simplbooks.ee<\/a><\/em><\/p>\n\n\n

    <\/p>\n","protected":false},"author":426,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[967],"ht_kb_tag":[649,648,554],"class_list":["post-28583","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-environment-settings","ht_kb_tag-project","ht_kb_tag-report","ht_kb_tag-settings"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/28583","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/users\/426"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/comments?post=28583"}],"version-history":[{"count":32,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/28583\/revisions"}],"predecessor-version":[{"id":29405,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/28583\/revisions\/29405"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/media?parent=28583"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_category?post=28583"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=28583"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}