Project Allocation Reports

The Project Allocation report shows which asset, liability, and equity account amounts are allocated by project for the period you specify. It also indicates current and cumulative amounts and can include balance-forward amounts for transactions entered before the start date of the report.

Print the report when you want to know what transactions have been allocated to which asset, liability, or equity accounts. You can print a summary or a detail report. Project Allocation reports can include up to two years of details when you first upgrade to Sage Simply Accounting 2008 or later. As you add each new fiscal year, however, these reports can include an year of data, up to the maximum limit of seven years.

Note: If the feature to clear data automatically is set at less than five years of historical data, then your reporting options are automatically limited to less than five years.

What do you want to do?

Modify a Project Allocation report

Choose another project report