• Overview
    • What's New in Sage 50
    • Getting Started
  • Accounts
    • About Accounts
    • Creating an Account Record
    • Account Record Settings
    • Checking the Validity of Accounts
    • Reconciling an Account
    • Importing an Online Statement
    • Setting Up an Account for Online Banking
    • Consolidated Companies
    • Account Departments
    • Banking
  • Transactions & Reporting
    • Sales (Money In)
    • Purchases (Money Out)
    • Payments (Money In and Out)
    • Inventory & Services
    • Projects & Tracking
    • Reports
  • Employees
    • About Employees
    • Create an Employee On the Fly
    • Creating an Employee Record
    • Employee Records
    • Employee and Payroll Settings
    • Payroll
    • Employee Entitlements and Benefits
    • Time and Billing
    • Government Forms
    • Processing Payroll
  • Settings
    • Settings Window
  • More
    • Renew Your Sage Business Care Gold or Payroll Subscription
    • Learn about Credit Card Processing for Customer Payments
    • Microsoft Office 365 Integration
    • Mobile Invoicing with Sage One
    • Sage Drive
    • Sage View
  • All Files

Project and Budget Settings

Learn about the different settings for projects and budgets in your company.

Change Your Company's Budget Period for Accounts

Change the Way Amounts are Allocated to Projects

Change the Name Used for Projects

Rename or Remove an Additional Information Box for Projects

Settings Window - Project > Allocation

Settings Window - Project > Names

Settings Window - Project

Turn On or Off Allocation of Entire Transaction Amount to a Project

Turn On or Off Budgeting for Revenue and Expense Accounts

Use Budgets For Projects

Turn On or Off Warnings for Partially Allocated Project Transactions

Turn On or Off Projects for Your Company

Use the Tab Key to Enter Project Allocations on Transactions

Published: June 19, 2017
© 2017 The Sage Group plc or its licensors. All rights reserved. Privacy Policy | Copyright/Trademarks