Accounting Package for Projects

Accounting Package for Projects

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Hi,

Needed some help, looking for an accountancy software where I can have direct bank feeds and then allocate the costs against specific projects.

I am not keen on having to manipulate an csv/excel file from the bank before it is uploaded into the accontancy package, I want the manipulation to take place in the accountancy software so there is an audit trial to identify errors.

Thanks in advance.

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By Maslins
27th Mar 2015 16:25

FreeAgent?

Have you had a play with FreeAgent?

You can get direct bank feeds with some banks (some with two factor authentication are more of a pain), and they have a projects facility where you can link costs/timesheets to the project to help with billing.

Projects isn't a feature I use personally in my own practice so I'm no expert on it.

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Teignmouth
By Paul Scholes
27th Mar 2015 16:59

+ Clear Books & Xero

We use Clear Books, FreeAgent & Xero and all 3 have project accounting and bank feeds.

As far as accounting for Projects I agree FreeAgent is the best, in fact most of what it does revolves around projects.  Both it & CB work on the basis that you can associate a project with a customer, which Xero can't do with its Tracking function, but then Xero allows two different categories of tracking, so you could have departmental tracking as well as sales regional, for example.

All three though have many more differences (and costs) and so you shouldn't pick one based purely on its ability to handle projects.

 

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