07-02-2019 01:48 PM
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Re: Tracking of Projects
Hi Happy Girl, If I read you correctly - basically you want to see the Gross Profit Margin of each of your Jobs. Since each job and each invoice carries a unique number, I translate this as saying you want to see your profitability at Invoice level. If this is the case, I would recommend you create your Sales Invoices by linking the Bill (cost) to the Sales Invoice (Sales) using the Billable option embedded in the Bills (You select and link the Customer in the Bill). You then use the Income by Customer Summary Report to see the Analysis of Sale, Cost of Sales and Gross Profit at the Customer Level. If you want to see the GP Margin %, you will have to down load the Report to excel and do the calculations. If you want to go down a level, you can design your Customers into Sub-Customers. You can also go down to the transaction level by choosing the Income by Customer Detail Report. You can then see profitability at Invoice level in this report. There is also the Project System that you can use to see Profitability. This should however be reserved for Jobs with multiple transactions. Let me know if this answers your question. Thank you Impiana