Jobs > Costs Summary

The summary tab: shows a summary of all the expenses on the selected job compared to what has been scheduled, price quote approved, and invoiced.

• View different summary information depending on the view selected from the drop-down menu

• Helps analyse progress on the job and compare all expenses to what was scheduled, price quote approved and invoiced

The hours tab: shows all time entries entered on the selected job to date.

• Can search by name and date range or group by employee, activity, month, task etc. depending on the option selected from the drop-down menu

• Allows you to update cost and sales prices, move hours to another job, and change the activity number and task on individual time entries.

• Helps analyse time recorded on the job, particularly helpful at month end when assessing revenue adjustments and effort to date

The materials tab: shows all material entries for the selected job.

• You can sort entries in different ways depending on the option selected from the drop-down menu

• Allows you to add administration fees and material entries from this view

The purchases tab: shows all vendor/creditor invoices applied to the job.

• Can search by name and date range and be summed by activity, creditor and month

• Allows you to move vendor/creditor invoices and change activities and tasks

• Review what vendor/creditor invoices are still outstanding when it comes to job reconciliation

The purchase orders tab: shows purchases orders created against the job to date and their status.

• Can search by status, PO number and vendor/supplier name

• Allows you to settle purchase orders and view cost details, vendor/creditor invoices, and accrued vouchers

• Helps analyse if vendor/creditor invoices have been received and POs have been settled against those vendor/creditor invoices

The adjustments tab: shows all adjustments made on the selected job.

• Allows you to create, delete, and approve adjustments

The invoice overview tab: shows all sales invoices for the selected job.

The financial postings tab: shows all financial postings for the selected job.

• Can search by name and date range

• Allows you to sort postings in different ways depending on the option selected from the drop-down menu

The open entries tab: shows all entries and transactions that have not yet been booked for the selected job.