Accounting block

Overview

The Project Page organizes information into a handful of different blocks in your lefthand bumper. This article highlights the information found in the Accounting block

Accounting explanation

The Accounting block provides you access to the following information to view and edit:

• Summary details
  
  • Access total revenue for the project
  • Access total costs/expenses for the project
  • Access the Net Profit
• Invoice details
  
  • View the billable fees to your client 
  • Trigger and send invoice emails to your client
  • Record and process payments
  • Export the invoice to your Quickbooks account
• Cost and Compensation
  • View granular details on the total costs and expenses for the move
  • View commissions and hourly fees for your salespeople and crewmembers
• Claims
  • Log and record claims that may have been incurred during the project