Accountant basic working procedures

Accounting information in Projetex can generally be found in the following areas of the Workspace: Clients and Freelancers.

The Client window can be used to enter and edit client profiles. These include billing contact information (like VAT codes), the postal address, payment terms, and the invoicing policy.

Quotes	The Clients: Quotes window is basically identical to the Quotes tab of the Client window; though unlike the latter, it contains quotes for all clients.
Prices	With the help of the Clients: Prices window you can manage a list of prices for different client jobs.
Client Jobs	The Client Jobs window contains information on client jobs of all clients. The layout of this window is similar to the Clients Jobs tab of the Client window.
Invoices	The Clients: Invoices window is identical to the Invoices tab of tab Client window; though unlike the latter, the Invoices to Clients window contains invoices for all clients. This window also contains the Mass Invoicing button.
Credit notes	The Clients: Credit notes window is identical to the Credit notes tab of tab Client window, but the Credit notes to Clients window contains credit notes for all clients.
Payments	The Clients: Payments window contains information on payments from all clients. The layout of this window is similar to the Payments tab of the Client window. This window also contains the Mass Payments button.
Refunds	The Clients: Refunds window contains information on refunds to all clients. The layout of this window is similar to the Refunds tab of the Client window.
Client Accounts	The Client Accounts window provides a basic balance sheet of your client accounts: total payments, total invoices and general balances of all clients, similarly to the Accounts tab of the Client window.
Calendar of Projects	The Calendar of Projects window graphically displays all projects for a selected period, with color distinction for current/due today/overdue Projects and so on.

The Freelancers window can be used to enter and edit freelancer profiles. These include billing contact information (like VAT codes), the postal address and payment terms.

Additional windows in the Freelancers section also provide accounting information:

Prices	With the help of the Freelancers: Prices window you can manage a list of general prices for different freelance jobs.
Quotes	In the Freelancers: Quotes window all Quotes from the database can be viewed and edited.
Freelance Jobs	In the Freelance Jobs window all freelance jobs of all freelancers can be opened and edited.
POs	In the Freelancers: POs window all purchase orders of all freelancers can be viewed and edited.
Payments	In the Freelancers: Payments window all payments to all freelancers can be viewed and edited.
Freelancer Accounts	The Freelancer Accounts window can be used to review the total Payments, POs and account balances of all freelancers.
Calendar of Freelance Jobs	In the Calendar of Freelance Jobs window all freelance jobs for the selected period are displayed in a graphical view with color distinction for current/due/overdue jobs, allowing one to take in the situation with one glance.