Job profitability
Compare net payments collected with recorded parts and labor costs for a work order. Review margin alongside the underlying job detail.
Financial Reports
Review recorded income, expenses, overdue invoices and job margins. Use date ranges and report detail to understand what has been collected and what is still outstanding.
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Compare net payments collected with recorded parts and labor costs for a work order. Review margin alongside the underlying job detail.
Review outstanding invoices by age to decide which balances need follow-up.
Review the revenue and cost categories calculated from your VoxPoint records for the selected period.
Compare recorded money coming in and going out over time, with transaction detail available for review.
Review spending recorded against vendors to understand where business expenses are going.
Export supported financial reports for spreadsheet review. Tax-oriented summaries can help prepare a conversation with your accountant.
In your working day
When a busy week does not translate into the margin you expected, review the recorded revenue and job costs. Check overdue invoices separately so you can distinguish completed work from money still waiting to be collected.
Use receivables aging to review unpaid invoices, cash flow for money movement, or job profitability to compare recorded job revenue and costs.
Select a date range and inspect the results. Missing payments, costs or expenses will affect what the reports can tell you.
Use CSV export on supported reports to review the figures in a spreadsheet or share them with your accountant.