Finance tab in each Job

Finance Tab

The Finance tab provides a snapshot of the financials for the job currently highlighted in your worklist.

What You'll See

When an Accepted Quote exists on the job, this tab displays:

🔹 Budgeted Costs

• Pulled directly from the Accepted Quote

🔹 Actual Costs Incurred

• Broken down into:
  • Internal: Timesheets and item charges
  • External: Supplier invoices

🔹 Outstanding Purchase Orders

🔹 Value Generated So Far

• Based on:
  • Chargeable rates from internal timesheets
  • Marked-up values from supplier invoices

🔹 Quoted Amount

• Shows only if a Quote has been Accepted

🔹 Invoiced to Date

• Total dollar value of invoices raised on the job

🔹 Profit/Profit %

🔹 invoiced-Quoted

Save Sets

Select the information you want your team to see and review

Save and share the set

Additional Information

Also shown on this tab:

• The Quote Number of the accepted quote
• The last amended date for the quote
• The most recent invoice number raised
• The date that invoice was created

💡 Tip:

Use this tab as a one-stop view of job profitability and billing progress — ideal for project managers and finance teams!