8 min read

Project P&L

A financial overview showing you how your project is going

Overview

The Project Snapshot is an overview of how your project is tracking from a financial perspective.

At the top you'll see some top level information about the Quotes, Expenses and Invoices that exist within your Project.

Quotes

The Quotes box shows the Total amount of any Approved Quotes. It also shows the total number of Quotes as well as the number of Approved Quotes.

Expenses

The Expenses box shows the Total amount of Finalised Expenses within the Project. This Total does not include any Draft Expenses. At the bottom of this box the total number of Expenses is shown as well as the number of Draft Expenses. This is shown here to ensure you account for all your Expenses.

Remember that only Finalised Expenses show up on the What I Owe (Accounts Payable) page. They do not impact your accounts until they are Finalised.

Invoices

The Invoices box shows the Total amount of Finalised Invoices within the Project. This Total does not include any Draft Invoices. At the bottom of this box the total number of Expenses is shown as well as the number of Draft Expenses. This is shown here to ensure you don't forget to finalise any Invoice.

You also get two reports:

  1. Project P&L ( Profit and Loss)
  2. Item Summary

Project P&L

The Project P&L shows you how you're tracking based on your Approved Quotes and your Finalised Invoices.

How to:
No How To's available
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