JobTracker: This function lists / displays:
- All Active Category Tabs (worksheets), which are auto populated from the Master Settings you created at the Company set-up stage
- Using the far-right Tab, Edit Tabs, you can further amend / delete the Category Tabs to apply for this particular Job
- Within each Category Tab, you enter the Chargeable data Items you want to include in the Invoice calculations. (Items are auto-populated as Dropdown selections from the Items you saved against suppliers) – just click to select
- Selected saved items auto populate the Unit Type; Unit Cost & Margin % – you simply select the date and enter the Quantity. Repeat this for as many Items per category as required
- Save your data entered regularly
- When ready to Invoice, click the Draft Invoice Button (top right) to review the Invoice components before sending – any amendments required, revert to the JobTracker Tabs and update there. Repeat the Draft Invoice review.
- If all is correct, select the Produce Invoice and Send via email button (bottom left)