Financial Report

In this help article we take you through the steps in viewing a Job's Financial Report and also by customer. This is useful to report on a specific jobs financial report and also on all the previous jobs and costs for a specific customer.


Financial Report by Job




Step 1: Navigate to All Jobs and select your Job





Step 2: Under the Reports drop down select Financial report




As you can see below you now can view your Job's Financial Report. This gives you a breakdown of your Labour, Material, Disbursements and Other items Estimated Cost, Actual Cost, Write off, Estimated Revenue, Invoiced, To Invoice, Gross Profit and Margin percentage. You can also then send this report to a contact, print, or export the report.



Financial Report by Customer



Step 1: Navigate to All Contacts and select your Contact




Step 2: Under the Reports drop down select Financial report





Again as you can see below you now can view a customer's Financial Report for all jobs linked to this contact. This gives you a breakdown of your Labour, Material, Disbursements and Other items Estimated Cost, Actual Cost, Write off, Estimated Revenue, Invoiced, To Invoice, Gross Profit and Margin percentage. You can also then send this report to a contact, print, or export the report.


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