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Compare estimate and actual job costs

Open Jobs & profit and select a job created from an accepted estimate.

Steps

  1. Open Jobs & profit and select a job created from an accepted estimate.
  2. Estimate → actual costs compares original line budgets with recorded expenses in each category. Approved employee time is included in Labor.
  3. Estimate overhead and changes without category allocation appear as unallocated budget. They are not silently spread between categories.
  4. Costs recorded so far are not the final job cost. Update Future costs still to come for a realistic profit forecast.
  5. Use Expenses & income for job materials, fuel, disposal, equipment and other bills. Choose Company overhead for costs that do not belong to one job.

Check that it worked

Check the saved record and the Office & devices status before relying on the office copy.

Still stuck?

If this fails, export workspace diagnostics and contact your purchase support channel.