Hi Rachael,

If youâ€re using Sage 50 Accounts Plus or Sage 50 Accounts Professional, you can assign a purchase invoice (PI) to a project reference in Supplier > Batch invoice.

You can also assign a bank payment (BP) to a project reference in Bank accounts > Payments > Bank payment.

You can then run the Project Profitability by cost code (detailed) report to show the cost of these against the relevant project. This report is held in Projects > Reports > Project details.

The Project module isn't available in Sage Instant Accounts.

so is there any way of achieving a similar outcome in Sage Instant Accounts? I have about 12 clients that I am managing on a regular basis - I do not really need Sage 50!

Hi Rachael,

What you need isn't possible in Sage Instant Accounts. You would need to upgrade to Sage 50 Accounts Plus or Sage 50 Accounts Professional to use Projects in Sage Accounts.

There is no similar option or equivalent in Sage Instant Accounts.

Thanks for your reply! I will consider the upgrade - it may be worth it in the long run!

No problem Rachael, you're welcome.

If you want info on upgrading you can contact our Sales team to discuss this. They're available at [email protected] and on 0800 33 66 33. They're open from 9am to 5pm, Monday to Friday.

Kind regards,

Paul
Sage GB

As has been said above, it cannot be done in Sage Instant. I run project costing for construction companies and have developed spreadsheet applications, which might be of interest to you. You can reach me on [email protected]
Regards,
George

Thanks for this - I have emailed you. I have looked into the upgrade but it is a bit pricey for my very small business.