Jobs
A Job is a scoped piece of work you’re delivering for a client — a project, an install, a service engagement. Jobs are the hub that ties timesheets, expenses, supplier costs, and client invoices together into one profitability view.
Key fields
Section titled “Key fields”| Field | Purpose |
|---|---|
| Name, Description | Short label and scope summary. |
| Client, Client Contact | The customer and the primary contact on the job. |
| Job Number | Auto-generated reference, unique per company. |
| Expected Start, Expected Delivery, Due Date, Completion Date | Planning and delivery dates. |
| Default Markup | Percentage added on top of cost when quoting or billing — resolves from the client’s default if blank. |
| Amount, Currency | Overall job value. |
| Status | draft, pending, approved, cancelled. |
| Notes | Internal commentary. |
Status lifecycle
Section titled “Status lifecycle”| Status | Meaning |
|---|---|
draft | Being scoped. Not yet committed. |
pending | Awaiting internal sign-off or client confirmation. |
approved | Work is committed. Profitability tracking is live. |
cancelled | Withdrawn or abandoned. |
Jobs are reference records — no journal entries are posted from the Job itself. Revenue and costs come from the linked documents (invoices, timesheets, expenses, supplier invoices).
Profitability
Section titled “Profitability”When a job reaches approved, Acqui maintains live profitability figures on the record by summing:
- Actual Revenue — invoice lines that link to the job, net of discounts and surcharges.
- Actual Cost — approved timesheet cost (duration × hourly rate), approved expenses tagged to the job, and supplier invoices tagged to the job.
- Actual Profit — Actual Revenue minus Actual Cost.
- Forecast counterparts — the same figures projected from the job’s quoted amount and markup.
Editing any linked record (timesheet, expense, invoice line) automatically re-runs the recalculation so margins stay in sync.
Linking other records to a job
Section titled “Linking other records to a job”- Client Invoices — on the invoice line, pick the job in the Linked Job field. This is the link that drives invoice-side revenue into the job’s profitability.
- Timesheets — every timesheet entry is logged against exactly one job (required field).
- Expenses — the Job field on an expense is optional; leave it blank for overhead, or set it to roll the cost into a specific job.
- Supplier Invoices — supplier invoice lines can tag a job to represent a bought-in cost.
Documents
Section titled “Documents”Jobs can carry attached files — quotes, sign-offs, delivery notes. PDF previews of the job are also generated automatically when the record changes.