By Function — Projects

Know your margin on every job, every stage.

Costs post to the job as they happen and billing ties back to the project — so profitability is a live number, not a month-end reconstruction.

KEY FEATURES

Everything you need, built in

Project tracking

Track each project's stages, tasks, and status against plan in one view, with time and costs accumulating on the project as work happens. The Projects module documentation covers setup.

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Job costing

Labour, materials, and overheads post to the job as they are incurred, so margin per job is a live number — not a reconstruction after the invoice goes out. The accounting workflows guide shows the posting flow.

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Billing by stage

Bill fixed-fee stages, progress percentages, or time and materials from document items configured per engagement — invoices tie back to the project so unbilled work is always visible.

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Approval workflows

Variations, stage sign-offs, and billing milestones route through the Workflow Design applet's approval processes, so project decisions leave an audit trail instead of living in email.

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