Link general journal entry to project

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

You can link the transactions of general journal entries to a project in Yuki:

• from the opened general ledger card
• from an opened document.

Only a user with a ‘Back office’ role in the domain or the ‘Financial administration’ or ‘External accountant’ role can link a journal entry to a project. 

Link general journal entry to project

To link the transactions of a general journal entry to a project go through the following steps:

• Open the general ledger card of the corresponding item in the general  journal entry.
  
  
  
• After the transaction in question, click on the pencil icon and select the Change project option from the now-opened menu.
  
  
  
• In the now-opened screen, click on the magnifying glass in the Project field to link this transaction to a project.
  
  
  
• Click on the Confirm button which links the transaction to the project.

When you enter a name in the Project field, the project is immediately created (if the project does not already exist). This new project is then accessible by default only to yourself (as manager). As manager you can set the security of the project.

View linked general journal entry in project

You can find the linked transactions of the general journal entry in the project in the Assets and liabilities overview, under Links of the project and on the Summary tab.

Assets and liabilities

Links (Document(s))

Summary