Manage › Project Types sets each kind of project: Type Name, Code, Days to Finish, a default title, brief and client email. Project statuses (New Project Status) have a Name and a category (pending, active or finished) that decides where projects show.

In Exacc: Manage › Configuration › Project Types

1. Project types

Open Manage › Project Types and add or open a type:

  • Type Name and Code (required) - e.g. Tax return, TAX.
  • Days to Finish - how long these projects usually take.
  • Default Project Title and Default Project Brief - used by recurring projects of this type.
  • Email Subject and body - the default client email for recurring projects.
  • Active - leave ticked; an inactive type disappears from this list.
Project Types

2. Project statuses

Project Status - List › New Project Status: a Name and its Type (category). Active ones show on the boards; finished ones close the project. A status in use cannot be deleted.

Types and new projects

Choosing a type on a new project does not fill anything in yet; the defaults are used by recurring projects.

Related guides

Checked against Exacc on 10 October 2026. Machine-readable version