Boklink

Projects

Project accounting

Simplify Project Tracking and Accounting

Keep projects, time, costs, billing, and financial activity easier to follow from one organized Boklink Accounting workspace.

Project context
Cost visibility
Billing progress

A clearer project management accounting software path for project billing, project expense tracking, and project financial management.

Boklink Project Accounting
Projects overview
Active Projects
12
Time Logged
130 h
Project Costs
Recorded
Billing Progress
Review
Recent Projects
Current view
Project
Customer
Status
Hours
Expenses
Billing Status
Delivery workspace
Sample account A
Active
42 h
Recorded
In progress
Advisory program
Sample account B
In Progress
28 h
Review
Ready to Bill
System planning
Sample account C
Ready to Bill
36 h
Recorded
Ready
Research sprint
Sample account D
Completed
24 h
Closed
Completed
Project mix
By status
12projects
Active 5
Ready 3
Complete 4

Project management

Turn Project Activity Into Clear Business Records

Keep project work, time, costs, and billing information organized so your team can understand how each project is progressing.

Set Up New Projects With Clear Details

Create a structured project record with the customer, timeline, billing context, and working details your team needs to keep project activity organized. Capture the project name, customer, start date, project status, billing context, and practical notes in one readable starting point.

New Project
Draft record
Project NameDelivery workspace
CustomerSample account A
Start DatePlanned date
Project StatusActive
Billing ContextReview agreement
Project NotesScope, contacts, delivery notes, and accounting context

Keep Project Billing Requirements Clear

Different projects may require different billing arrangements. Keep the agreed billing structure visible alongside the project so your team understands how work should move into invoicing.

The workflow is illustrative. Hourly, fixed-cost, and task-based billing methods require product confirmation.

Project Billing Context
Concept flow
Project
Work
Billing Basis
Invoice
Agreed billing structure
Keep the commercial basis visible with the work.
Confirm for each engagement

Keep Project Time Easier to Follow

Keep work activity and time context organized around each project so your team can better understand the effort involved in delivery. A structured view can bring the team member, task, date, hours, and billable context into the same project conversation.

Timesheets and time tracking are shown as a business scenario and require product verification. No mobile timer, smartwatch, browser extension, or automatic timer is claimed.

Project Time Activity
Illustrative
ProjectDelivery workspace
PeriodWeekly review
Total context15.5 h
Team Member
Task
Date
Hours
Billable Status
Team member 01
Discovery
Sep 08
3.5 h
Review
Team member 02
Delivery
Sep 08
6 h
Billable context
Team member 03
Quality check
Sep 09
2 h
Review
Team member 01
Handover
Sep 10
4 h
Non-billable context

Project control

Give Your Team Better Visibility Into Project Activity

Build deliberate review points around the people, work, and financial context involved in project delivery.

Review Project Time Before Billing

Add a clear review step before project time becomes part of the billing process, helping your team catch missing or incorrect information earlier. Keep draft, submitted, reviewed, and approved states understandable without assuming a particular rules engine.

This is a conceptual review path. Automatic, client, portal, and multi-level approvals are not claimed.

Project Time Review
Conceptual
ProjectAdvisory program
Review periodCurrent week
Entries6 records
Draft
Submitted
3
Reviewed
4
Approved

Keep Project Responsibilities Clear

Keep responsibilities clear across the people involved in project delivery, review, and accounting. A shared responsibility view can clarify where a project manager, team member, and finance reviewer contribute without presenting project-specific permissions as verified functionality.

Project-specific roles, dedicated timesheet roles, and custom project permissions require confirmation.

Project Responsibilities
Shared context
1
ResponsibilityProject Manager
Project contextScope & progress
Coordinates
2
ResponsibilityTeam Member
Project contextWork activity
Contributes
3
ResponsibilityFinance
Project contextCosts & billing
Reviews
Delivery
Review
Accounting

See Project Progress at a Glance

Keep key project information together so your team can quickly review progress, costs, and billing status. Use a single dashboard conversation for active projects, work ready to bill, and completed engagements.

The dashboard is an illustrative summary; real-time monitoring is not implied.

Project Dashboard
Overview
Active Projects8
Ready to Bill3
Completed5
Project Status
Current portfolio
Active
76%
Ready to Bill
54%
Completed
88%
Current context
Review
Time ActivityOrganized
CostsRecorded
Billing ProgressIn review

Project accounting

Connect Project Work With Everyday Accounting

Keep the commercial and financial story around a project visible as it moves from an initial quote through delivery, billing, payment context, and reporting.

One financial story
From project intent to accounting context

Each stage keeps the preceding record understandable.

Project
Quote
Work / Costs
Invoice
Payment
Reporting

Start Project Billing From a Clear Quote

Keep project scope and commercial expectations aligned with a customer quote before billing begins. A visible handoff from project context into an accepted quote gives the team a clearer reference for later billing conversations.

Project-to-quote linking is presented conceptually and requires product confirmation.

Project Quote Context
Commercial path
ProjectSystem planning
QuoteScope record
Prepared
Accepted
Billing context

Organize Advance Billing Requirements

Some projects require an advance payment before work begins. Keep these billing requirements visible as part of the project’s financial context, including the requested timing, review point, and relationship to later billing.

Retainer balances, automatic application, and partial allocation are not claimed.

Advance Billing Requirements
Scenario
ProjectResearch sprint
Before work begins
01RequirementAdvance requested
02ReviewConfirm context
03Later stepBilling reference

No automatic balance or allocation is represented.

Support Repeated Project Billing Scenarios

Long-running projects may involve repeated billing throughout the engagement. Keep the billing schedule and project context clear as work progresses, with visible checkpoints for preparation and review.

Recurring invoice creation, automatic sending, auto-charge, and automatic payment are not claimed.

Repeated Billing Scenario
Planning view
EngagementOngoing advisory
PatternRepeated checkpoints
1Start
2Review 01
3Review 02
4Review 03
5Complete
Prepared
Current review
Planned

Keep Project-related Costs Organized

Keep project-related purchasing and expense information easier to reference when reviewing the financial side of project delivery. Bring expenses, supplier bills, purchase orders, and other project-cost context into one understandable review surface.

Automatic association, billable-expense handling, and cost allocation require product confirmation.

Project Cost Context
Project view
All Costs
Expenses
Bills
Purchase Orders
Record
Source
Project
Status
Travel record
Expense
Delivery workspace
Review
Supplier service
Bill
Delivery workspace
Recorded
Equipment request
Purchase Order
Delivery workspace
Open
Delivery material
Other Cost
Delivery workspace
Context

Project insights

Stay on Top of Project Performance

Use planned, actual, billing, and status context to ask better questions about how project work is progressing.

Keep Project Budgets and Costs Easier to Compare

Comparing planned project costs with actual activity can help teams understand where spending is moving away from expectations. Keep planned, actual, and variance context together for a more focused review.

Project budgeting is shown as a business concept. Setting or enforcing budgets in Boklink requires product verification.

Planned and Actual Context
Concept view
ProjectDelivery workspace
Review periodCurrent phase
Planned
Actual
Planning
Within context
Delivery
Review variance
Handover
Within context

Understand Project Financial Activity More Clearly

Review project-related financial information to better understand costs, billing activity, and overall project status. A reporting view can help the team move from individual records to a clearer project conversation.

Project profitability, most-profitable-project rankings, and revenue forecasting are not claimed.

Project Overview
Reporting context
Cost ContextRecorded
Billing ActivityIn review
Project StatusActive
Activity by phase
Relative view
Plan
Build
Review
Status mix
Portfolio
Active 5
Ready to bill 3
Completed 4

Connected workflow

Connect Projects With Your Accounting Workflow

Keep the records before, during, and after delivery close enough to follow as one project accounting story.

Quote
Commercial context
Project
Delivery record
Time / Costs
Work context
Invoice
Billing record
Payment
Payment context
Reporting
Financial view

A clearer project-to-accounting path

Keep Project Work and Accounting Connected

Bring project activity, costs, billing, and financial information into a clearer workflow with Boklink Accounting.

Illustrative business scenarios

How Different Businesses Can Organize Project Accounting

These examples describe common project-accounting situations. They are not customer statements, performance claims, or proof of results.

Illustrative scenarios — not verified customer testimonials.

Scenario 01

Professional Services Firm

Keep customer engagements, delivery activity, cost context, and billing conversations easier to follow.

Scenario 02

IT & Software Company

Organize implementation or delivery work around project status, team activity, and repeat billing needs.

Scenario 03

Engineering Services Business

Keep planned work, purchasing context, project costs, and commercial records in the same review path.

Scenario 04

Project-based Consulting Firm

Connect quote expectations, consultant activity, billing context, and project reporting conversations.

Request a demo

See Boklink Accounting in Action

Tell us where projects, costs, billing, and reporting need a clearer connection in your current workflow.

Project activity
Billing context
Financial reporting
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