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Can I combine several project numbers in one AIMZ project?

Yes. Under advanced settings on the project, you add all the project numbers from the accounting system to be combined, and can choose accounts to ignore.

Yes. If a project is split across several project numbers in the accounting system, you can combine them in one AIMZ project. Under advanced settings on the project, you add all the project numbers to be fetched. There you can also choose accounts, production codes or financial accounts that should not be included.

How to do it

  1. Open the project settings: click the organization at the top of the left menu, hover over the project and click the pencil.

  2. Go to advanced settings.

  3. Add the project numbers from the accounting system to be combined in the project.

  4. Optionally choose accounts, production codes or financial accounts to ignore.

  5. Save.

Settings under Edit project. 1: External project numbers, where you enter several project numbers from the accounting system. 2: Ignored external account numbers, for accounts that should not be included.

When is this useful?

  • The project is split across several numbers in the accounting system, for example per construction stage or phase.

  • The project receives costs that do not belong in the follow-up.

Good to know

Most people do not need these settings day to day. Feel free to talk to us in the chat before changing them, so we can make sure the invoices come in correctly.

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