Financial Reporting

See which jobs, contracts and clients make money.

Financials for jobs and for service contracts side by side: revenue, collections, costs, profit and margin, receivables and days to pay by client, labour cost by person, the pipeline, job health, work in progress, cash flow, retention, a P&L and BAS figures, and a monthly report you can email.

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Jobs and contracts

The same reports for one off jobs and for service contracts, one toggle apart.

Who pays and how fast

Receivables by client, with how each pays and their days to pay.

P&L and BAS figures

A P&L against the previous period and activity statement figures, with Xero’s P&L alongside.

How it works

The numbers behind the business

Every figure in Financials comes from the jobs, contracts, invoices, POs and timesheets already in traqR.

Revenue, costs and margin

Total revenue, collected, outstanding, costs, gross profit and margin, with twelve months of billed against cost. Figures are ex GST.

Twelve months

Billed against cost, month by month.

Labour by person

Including approved timesheet labour.

Ex GST

Figures exclude GST, as your accountant expects.

FAQs

Frequently asked questions

No. It gives you the activity statement figures for the period to check against Xero and hand to your accountant.

Yes. Financials switch between jobs and service contracts, with the same reports for each.

Access level 7, typically the owner, because it shows the whole business’s numbers.

The financial summary and client tables download as CSV, and the monthly report can be emailed.

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