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GENERATING WIP RECORDS AND CALCULATION FIELDS

Generating your WIP (work in progress) report often requires multiple spreadsheets and calculations. We have automated this process through our exclusive WIP Widget. Our WIP widget will gather the financial data from records related to the Job and use key dates to calculate the values needed to produce an accurate WIP report. This means it takes seconds to generate a WIP report for one or many jobs, and you can be confident the calculations are correct as they are extracted directly from the source records.

JOB BUDGET MANAGEMENT ENHANCEMENTS

Our exclusive budget widget is a powerful report with drilldown capability to view the financial position of one of many jobs and sales orders. Using a Cost Code structure, you can drill down from cost code category to cost code name to the estimate line item. The budget gives you visibility of what was estimated from the price, to the costs and the margin. It also displays the actual costs to date on all purchases and labour, with access to view individual timesheets and purchase orders, so you can analyse the changes between your estimated costs and actual costs and how this has impacted to current margin.