Objective

At the end of these steps, you will have compared your original cost budget to your actual expenditure.

Steps

For this workflow, it will be assumed that you have invoiced a quoted job and you want to check your original cost budget against what you spent, and what it was spent on:

1. From an invoice on a completed quoted task click the Compare Quote, Jobsheet and Invoice Items tab above your line items.
2. You will see 3 columns: Quote / Jobsheet / Invoice. Below the columns, look at the Cost numbers per column. These are the sum totals of all of the items that make up each column, meaning the total cost for each stage of the life of this job up to it becoming an invoice.
3. Compare the number in the Quote column to the number in the Jobsheet column:

From here, continue invoicing as usual.

There are many other ways of tracking P&L in AroFlo, from built-in reports to the margin calculation in a quote or invoice and more.

Summary

You will now have compared your original cost budget to your actual expenditure on a quoted task invoice.

Knowledge Areas

Quotes

Invoicing

Labour

Materials