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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.

 

Step 1: Navigate to All Jobs and select your Job

  1. Go to Jobs
  2. Select All Jobs
  3. Open the Job you'd like to run the report for

Step 2: Under the Reports drop down select Financial report

  1. Click on Reports

  2. Select 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


You 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.