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Projects Accounting

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You can use Fanaka ERP to manage your projects expenses. Compare your quotation with your expenses and know each project's profit margin. Step 1 Creating a Project -Click on Projects -A drop down menu appears -Click on PROJECT MANAGEMENT -On…

How to create a Project from an existing Quotation

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-On CRM, Click on Inquiry Processing -Identify the specific Quotation and under Process Open it -Next to the Inquiry Details, is Quotation, click on it -On the right side, Add Item, Header/Footer, PDF then click on CREATE PROJECT. -Wait…

How to Create a New Project

Next to the CRM tab is the PROJECTS tab -Point to Projects, a drop down menu appears, click on Projects Management. -Top right, click on New Project -Fill in the required details -SAVE