Tutorials / Job Board
See what a job earned
Make the job's invoices and bills from its quotation. Then read its income, cost and profit on the job page.
You need: An open job that came from a quotation. Your company also needs Books.
-
Open the job
On the Job Board, open the Jobs tab and open the job. Its page shows the whole chain: enquiry, quotation, booking, CROs, B/Ls, documents and containers. Go down to Invoices and profit.
-
Make the sales invoice
Press Make the sales invoice from the quotation. This makes a draft in Books from the quotation's sell lines. The job's number is its reference. A line in foreign currency is converted at the rate the quotation kept.
-
Make the purchase bills
Open Make a purchase bill from the quoted costs. Choose the Vendor and tick the buy lines that belong to them. Enter Their bill number and press Make the purchase bill. Do this once for each vendor.
-
Link what is already in Books
If an invoice or bill is already in Books, you do not need to make it again. Open Link a document already in Books and choose its Kind. Enter Its number and press Link. Now it counts towards this job.
-
Have the documents issued
Someone in accounts checks each draft and issues it in Books. Until then, the page tells you how many drafts do not count yet. A cancelled document does not count at all.
-
Read the profit
Income, Cost and Profit are worked out from the issued documents. They are before tax, in the book's currency.
If you paid something for the customer, Paid on the customer's behalf and Recovered from the customer show separately. This money is not your income.
Picture from a sample company. The names and figures are made up. -
Add what comes later
A job can still earn or cost money after its first invoices. When detention or a repair comes up, use Make the detention invoice or Make the repair invoice, and enter the rate. Link or make any late bills in the same way. The profit changes when they are issued.
