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This document provides background information about Projector's accounting transactions and interfacing with accounting systems using Projector's integration tools. Projector is able to act as a complete multi-currency, multi-company job accounting sub-ledger for an accounting system. Within Projector, you can investigate project-specific metrics such as project margin and realized rates. You also use Projector to generate invoices that include details such as individual milestones, time cards, and expenses. The accounting system handles the general ledger, accounts payable, and accounts receivable.
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Projector and QuickBooks can share both accounting transactions and data by leveraging a pre-built interface (indicated below with blue arrows):
When activities such as approving time happen within Projector, they create accounting transactions that get queued up for transmission. These transactions are then mapped to QuickBooks accounts using a set of accounting system mappings that are entered into Projector. Once the QuickBooks interface has been installed along with Projector, AR, AP, and GL transactions can be transmitted to QuickBooks Desktop or QuickBooks Online versions. In addition, the systems can share data such as customers, employees, and vendors to help keep the two systems in sync.
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The Great Plains interface is similar to the QuickBooks interface in that transactions can be seamlessly transmitted from Projector without the need to do any custom development. If data synchronization is desired, however, some custom development is required to allow Great Plains to consume pre-built Projector web services that allow export and import of clients and resources (indicated with grey arrows):
Other Accounting Systems
As long as the accounting system has an interface that allows it to programmatically accept data and transactions, Projector's pre-built web services allow automated export of transactions and synchronization of data with the accounting system:
Cost Centers
When Projector maps accounting transactions using the Accounting System Mappings described above, it determines where in the accounting system the transaction should land by determining a cost center and an account. Cost centers allow transactions to land within the proper unit in the organization in the accounting system principally so that the P&Ls for those units can be measured separately and later rolled up as needed. Projector uses attributes of engagements, projects, and resources to determine along with mappings for each cost center to determine where the effect of revenue and expenses land within the P&L. See the Accounting Integration Overview for additional topics.
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