An instant overview

The moment you open the Accounts dashboard, you get a clear snapshot of where things stand — no digging through reports required.

• All outstanding sales invoices.
• Valuations / Stage Payment due to be claimed.
• A live WIP view of all current contracts.

Global overview

Drill into an individual contract’s Accounts screen and see exactly how that contract is performing, all in one view.

• All quotations submitted.
• Variations to order.
• Sales invoices issued.
• Contract profit & loss Analysis.

Complete job costing of contract

As soon as a purchase order is issued, its cost shows immediately as an order value and committed cost — so you always know what’s been spent and what’s still outstanding.

• Estimated cost.
• Committed cost.
• Potential savings made.
• Authorised costs.
• Type of cost.

Specific contract item

Need the full picture on a single item? One click shows every cost connected to it, pulled together from across the system.

• Materials from purchase orders.
• Materials issued from stores stock.
• Time sheets from employees who worked on the item.
• Labour time comparisons.
• Drawings and documents.

Purchase invoicing

Received purchase invoices are matched straight back to the original purchase order, so discrepancies are caught before payment goes out.

• Checks invoice value matches order value.
• Confirms delivery has been received.
• Allows adjustment if the invoice is higher than the order — for delivery charges and similar.
• Authorises for payment.

Sales invoicing

Sales invoices are quick to generate and come out as professional, print-ready or PDF documents — pulling from your existing quotes and orders rather than starting from scratch.

• Imports items from the quote and any V.O.s.
• Allows your own items to be entered directly.
• Shows any MCD (Main Contractor’s Discount).
• Links to the relevant valuation or application.
• Includes payment details automatically.
• Shows any retentions being held.

Outstanding Sales Invoices

Every outstanding invoice is listed and easy to manage from one screen.

• Mark invoices as paid or part-paid.
• See an instant total of money owed.
• View – Reprint duplicate invoice copy.

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Company account overview

A company’s full account shows every outstanding invoice at a glance, with paid invoices available across all of that company’s contracts too.

• Split a received payment over several invoices.
• Apply a credit limit.
• Put account on stop.
• View a full listing of all invoices.

Reporting

Once the data’s in the system, it’s ready to report on — from company-wide WIP to individual contract profitability.

• Full WIP (Work in Progress) reporting.
• Client and sub-contractor retentions.
• Job costing.
• Stock valuations.
• Profit realised from contracts, and more…