Financials
10 results found
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Credit Card Fees & Profit Tracker
The profit tracker does NOT take into account what the credit card fees are, only the total amount the customer paid. Example: Customer paid invoices by credit card for a total of $1,520.20 which is what the profit tracker shows. $49.29 of that is credit card fees. Therefore the profit tracker shows a surplus of $49.29.
Currently, to find the credit card fees I have to go see how they made their payment, open the payment tab, search their date of payment, find their payment, add their fees together, and the add them to my profit tracker as an expense…
3 votes -
Profit Tracker - Commissions Data Needed
I used to use the old Budgets to track company commissions and the reporting for that was great. Profit Tracker's Commissions in the Insights section does not include important information that is very much needed -
Add who last updated the PT and date changes were made.
Date commissions are marked Paid - not latest update or modified... MARKED PAID.
Add Custom Fields. Our reps use generic logins from the company, but we update their names as "Assigned Project Manager". Insight's Commission only show the Sales Rep. For us, this is a general login and doesn't tell me WHO the…
1 vote -
Add note/task to profit tracker
Have the ability to assign/tag/comment on a profit tracker. For example, tagging team members directly on the profit tracker when a job is over budget, if there are discrepancies or confusion, etc.
1 vote -
Profit Tracker Metrics
We should be able to choose all 5 favorite metrics. As of right now you cannot change planned revenue and planned cost from your favorites. I want "Actual" numbers, not planned. We do not utilize these so why are we forced to keep them on our favorites instead of the ones we would prefer?
1 vote -
Profit Tracker Templates
Have the ability to save manually entered sections in the profit tracker as reusable section templates that can be imported. For example, I manually enter sections for 'Materials' 'Labor' 'Disposal' 'Equipment' etc and then add separate line items as needed, so it would be very efficient to be able to save those sections and import them when I set up a new job profit tracker.
1 vote -
Display last updated
Display 'Last Updated' with the date and user that last updated the profit tracker.
Also having the ability to close/create new profit trackers would be helpful for additional scopes that aren't related to the main project but are still related the the address/client/job that you don't want included in the revenue/payments.
1 vote -
Notes + Attachments
Being able to make a note/tag a team member on the profit tracker would be helpful when there are questions/update requests regarding the job financials. And maybe having the ability to attach related documents like the estimate you are working off of and/or copies of the invoices received for materials/extras etc.
1 vote -
Amount Billed
Right now you can only view the overall amount we will be paid for a specific job/project once we are 100% complete with the work (planned revenue) and the total amount of payments that we've received and applied to that job (actual revenue). You can't currently see what we've billed the client for to date on the profit tracker and that would be helpful for larger, more complex jobs that require progress invoices/draws. Maybe having the option to switch the tracker from cash to accrual basis or adding a separate metric that displays the running total billed to date would…
1 vote -
Profit Tracker without commissions
The ability to see the gross profit before commission is added and the new profit after the commission are added.
1 vote -
Profit Tracker related estimates
Would like a related checkbox button to view or not view estimates that can be imported from related jobs on profit tracker
1 vote
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