Use the Job Profitability Report to view the revenues, expenses, and profit/loss on all jobs. Go to Administration > Reports > Job Costing > Job Profitability.

jc-job-profitability

What is the Jobs in Progress Account column?

A JobsInProgressAcct column appears on the MS Excel version of the report. This column displays the total dollars this specific job has contributed to the Jobs In Progress account. Bookkeepers can use this column to tie out their GL Financial JIP account to the reports.

Filters

  • Status - The status of a job is maintained using the Change Status tab on the Job screen (Administration > Job Costing > Search Job > Open a job > Change Status tab).
  • Job Date Range > Accounting Period - Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.
  • Job Type - Use job types to categorize your jobs - for example, New Pool Construction, Spa Construction, or Renovation. Job types define the default GL posting accounts, burden rate, and retainage for the job.
    • A job type is added to a job using the Profile tab on the Job screen (Administration > Job Costing > Search Job > Open a job > Profile tab)..
  • Job Flag - Use job flags to assign a "sub-status" to the job outside of the default Open-Active, Open-Bid, Closed-Completed statuses.
    • A job flag is added to a job using the Profile tab on the Job screen (Administration > Job Costing > Search Job > Open a job > Profile tab).
  • Foreman - A foreman is added to the job using the Profile tab on the Job screen (Administration > Job Costing > Search Job > Open a job > Profile tab).
  • Sales Person - A sales person is added to the job using the Profile tab on the Job screen (Administration > Job Costing > Search Job > Open a job > Profile tab).
  • Customer Type - Use customer types to setup different customer classifications - for example, Commercial, Residential, or Wholesale.
    • A customer type is added to a customer using the Type field on the Profile tab of the Customer screen.

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Category
Function
Administration – Reports
Can Access Reports Tree Branch
Can Access Reports - Job Costing