Finance

Tax Rates

Here you can set up your different Tax Rates here and set the default Tax Rate.     These Rates will appear in the Purchase Order Items List.  

Finance Codes

You can set up your different Finance Codes here. Dropdowns will appear in the purchase orders and job details screen populated with the Code and Description. Use the Enable checkbox to choose whether to use it in the purchase orders area and job costs area. If enabled, then the finance code will appear in the […]

Time Records

Time Records and GPS/Location allows you to view, create and edit hours submitted by resources/contractors from the app or online portal.   It displays information such as when they started travelling, when they arrived at the site, and when they left the site. The location of these events is also available by selecting the icon […]

Time Sheets

The Finance -> Time Sheets area displays a list of all time sheets. The Time Sheet List can be sorted by selecting on the various column headings. Clicking on the View Details button next to any time sheet will allow you to take an in-depth look at a specific time sheet: This button takes you to the Time Sheet Details view: Each time […]

Expenses

The Expenses page displays a list of expenses showing details such as what resource / user incurred the expense and the total cost of the expense.  By selecting More next to any item on the list, you are brought to the Expenses Details page where you can view more information about that particular expense: Within the Expense Details page there is also a […]

Resource Rate Cards

Resource Rate Cards allows you to set the hourly and call-out rates for your resources. This allows you to create the costs based on their time spent. Each resource can be assigned to one of these rate cards to determine their call out and hourly rates. If a resource is using the portal or app their […]

Contracts and Budgets

Here you can create Contracts and Budgets and allocate job costs and material requests/purchase order spend against these contracts to help manage spend against the budget. You can assign Resources, Sites, Priorities, Job Types and Planned Schedules to a default Contract to direct spend against the correct budget. The main list as seen below provides […]

Contract Apportionment Report

The Finance ->  Apportionment Report area allows you to view how your contracts / budgets have been apportioned by department which you set in the Contracts and Budgets area. The Apportionment’s Report list displays all relevant information for each contract / budget such as the name, description, start and end date, relevant department, the % share,  the budget, and […]

Contracts and Budget Settings

In Settings –> Contracts and Budget Settings you can manage email notifications and workflow settings for all budgets and contracts. The following settings are available for Contracts and Budgets you’ve already set up: Send Email When Contract is close to expiry – An email is sent when the contract is close to its end date. You […]

Job Costs

The Costs tab of the Job Details page allows you to view, create, and update costs directly against jobs and job tasks: The Costs tab in the job details displays the Job Costs for that job.  The job costs can also be seen across all jobs from the Finance -> Job Costs area. From these two areas you can view, edit and […]

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