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Financial tab

Jo Grant -

The financial tab is divided up into four main sections, each of which is outlined below.

The notes here detail the phase view, but can be applied to the job view.
There are three options to view costs displayed:

Costs by PO only ever takes from the actual costs on the purchase order(s), even if when final invoiced. Therefore the costs may differ from purchase invoices that have been over or under allocated.
Costs by PO/PI is the standard, recommended, and takes the figures from the actual costs on the purchase order(s), these costs are then updated to be taken from the purchase invoice(s) once a final invoice is posted to it.
Costs by PI is only ever taken when a purchase invoice is posted against the purchase order(s). It must then be noted that these costs will remain at zero until a final invoice is posted.

Health Check:

Here the quoted value is taken directly from the quoted tab.
Four comparisons are then given from the quote and several other key financial figures, displayed in bar pictorial and given as percentages relevant to each other.

The phase can be ticked as complete, or the reverse, as well as a percentage of completed manual input up to that point.

If the phase has been final invoice, this will be displayed here along with the date and user. This box cannot be manually ticked from here, nor is it reversible.

Chart:

The same four key financial comparisons are available for selection and display her in bar chart form.

Profits & costs:

This table displays cost values of purchases, time and materials along with the quoted and invoiced amounts. It totals and compares these to give both estimated and actual gross and net profit.

Comparison to recommended charge:

This table displays recommended charge values of purchases, time and materials along with the quoted and invoiced amounts. It totals and compares these to give the differences.

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