Sales Rep Tab > The Job Book > Financials

Action and Summaries have two functions -

The Summaries part allows you to see the summary of predicted profit and the source of those

The Action part allows you to raise Invoices for Equipment, Crewing, Transport and for any Miscellaneous Costs.

job_fin_act_all

So breaking this down, we can see for our Job, the profit summary for everything based on the status levels.

job_fin_act_summary

So in the image above the profit from any equipment crew and transport at a status of 'Quote' is zero

However there is £92 of potential profit work which has not yet been confirmed

and £1894 of profit for confirmed work

However since we have not yet raised any invoices the profit for accounting purposes is

And on the income side we can see the possible sources of income

job_fin_act_inc

So in the grid above we can see that the current prices for the equipment is £160, there are two crew requests each for £272 and a further crew request for £1200 and a misc cost that will be billed on for £200

and on the expenditure side

job_fin_act_exp

we anticipate it will cost £68 for the crew and we have made a part payment of £23 probably a deposit against that crew request and we anticipate that the custom lectern will cost £50 although it hasn't been ordered yet.