Reading your job financials

The Financials tab on every job shows the money at a glance: four tiles — Budget, Committed, Actual, Margin — an Invoiced and Received row, and panels listing the job's Purchase orders and Bills.

• Budget — the job budget. Edit it via the pencil on the Budget tile on the job Overview. It starts from the lead's budget-range midpoint when you convert a lead.
• Committed — the total of every PO on the job except drafts and cancelled ones. Sending a PO adds its total; cancelling one takes it back off.
• Actual — the total of paid supplier and contractor bills that came in from Xero and matched to POs on this job.
• Margin — budget minus committed, with a percentage. This is projected margin, not realised profit.
• Invoiced and Received — progress invoices issued to your customer, and the paid subset.

Margin colours

Margin colours are yours to set at Settings → Margin targets: green above your Healthy — green above number, red below your Low — red below number, amber in between. Defaults are green above 25 and red below 15. The same targets drive the Live jobs pills on the dashboard, the job Overview margin tile and the live margin in the quote builder. The Overview tile also carries a health word: over budget, thin, tight or healthy.