About Financial BoardThe finance board is a place that provides a clear view of the entire company. It contains charts with key indicators – overall evolution of revenues and costs of the company, according to financial and Job aspects, various views on client...

Jobs Are Not Closed Correctly The job is the basis of all operations at the company - it includes an approved quotation for the client, purchase orders placed to suppliers and Tasks for the internal team. All financial documents are related to the Job - it contains...

Cash Basis PerformanceCash basis performance helps to track company financial performance based on Revenues and Costs. This chart shows Revenues (green bar) and Costs (blue bar) for the selected months. The chart locates both Revenues and Costs into the period...

Not All Operating Costs Are Entered Every company needs to manage not only Jobs but also operating costs. It is a great advantage to have everything in one system and have actual compay results immediately available. Often, the compay’s owners and management will...

Accrual Basis PerformanceAccrual basis performance helps to track company performance based on Jobs, Client Overheads, and Internal Overheads. This chart shows Revenues (green bar) and Costs (blue bar) for the selected months. The chart locates both Revenues and Costs...

Expense Forecast - Monthly Operating Costs PlanningThe overheads of the entire company can be planned clearly from one place, even by month. Model your expected company expenses by specific items or groups and collaborate with selected colleagues to plan them. Once...

Clients by Gross Margin  This chart shows client ranking by Gross Margin and also shows Gross Profit as additional information. Client Gross Margin is represented by the dark grey bar. Client Gross Profit is represented by the light grey bar. Gross Margin is...

Clients by EHP This chart shows client rankings by Effective Hourly Payroll. This is a perfect criterion for measuring real client profitability. Effective Hourly Payroll is calculated per client as Gross Margin divided by Recorded Hours in a selected period and is...