Finance tab in each Job

This tab brings in a financial summary of the job highlighted in the worklist:

Where there is an Approved Quote, it will show:

• Budgeted cost in the Approved Quote

Actual costs incurred so far, broken into internal (timesheets, item charges) and external (supplier invoices)

The value generated so far, being the chargeable rate from the timesheets, or the marked-up value from the supplier invoices

The Quoted amount (there may be a quote on the job, but it will not show here unless it is accepted)

The amount invoiced so far on a job

The invoices raised on the job so far will be listed, including test invoices. Paid invoices are displayed in green, unpaid invoices in red

Also displayed is the quote number of the accepted quote, when it was last amended, the last invoice raised on the job, and the date of that invoice.