Greenshades Online Platform Update

March 2, 2023

Greenshades Admins can now sync their G/L split by Project/Job into Dynamics 365 Business Central Cloud their Jobs G/L for invoicing and reporting purposes. This feature is primarily used for project managers that can create jobs and related tasks in Business Central.

To give background, the Jobs module is Business Central's equivalent of Project accounting. Jobs are a way for the Project Manager to schedule the usage of the company's resources and to keep track of the various costs associated with the resources on a specific project to ultimately invoice the customer.

It involves tracking, reporting, and analyzing financial results as it relates to specific "projects". Often this will require the ability to track the progress and status of a project over time. Pieces of resulting data elements should be passed through as applicable payroll fields as well as being readily reported against and funneling into General Ledger activity.

Please consult with Greenshades support for additional details or questions on how to properly setup:


Post-Payroll > Submit Transactions to the General Ledger

Note: Post pay-run on Step 2: Hours & Earnings and applicable job/project dimensions/custom fields are setup and configured on Greenshades Online.

  1. Click on Generate Batch

  1. Review General Ledger Batch and Re-calculate if needed

  1. Submit Batch

  1. As a Project Manager role in BC, navigate to the Job Journals:

  1. Open the applicable Journal Name and review theJobs Journal G/L (Example screenshot below)
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