Job Costing
Go to Reports → Job Costing to see profitability broken down per work order.
What Is Included
Section titled “What Is Included”- Revenue: sum of all non-cancelled invoice totals linked to the work order.
- Direct Cost: sum of all approved expense items linked to the work order (expenses must have a
work_order_idset and statusapproved).
Work orders with no linked invoices or no linked expenses still appear in the list, with a revenue or cost of 0.
Filters
Section titled “Filters”| Filter | Description |
|---|---|
| Period | Preset selector: All Time / This Month / Last Month / This Year / Last Year |
| From | Start date (based on work order creation date) |
| To | End date (based on work order creation date) |
| Service Type | Filter by service type: All / Sea FCL / Sea LCL / Air Freight / Land Freight / Multimodal |
Summary Cards
Section titled “Summary Cards”Four cards show totals across all work orders in the filtered result:
| Card | Description |
|---|---|
| Total Revenue | Sum of all invoice revenue across all filtered work orders |
| Total Cost | Sum of all direct costs across all filtered work orders |
| Gross Profit | Total Revenue minus Total Cost |
| Avg. Margin | (Gross Profit / Total Revenue) × 100, expressed as a percentage |
Each row represents one work order, sorted by creation date (most recent first), paginated.
| Column | Description |
|---|---|
| Work Order | Work order number |
| Customer | Customer name |
| Service | Service type (e.g. Sea Freight FCL, Air Freight) |
| Status | Current work order status |
| Revenue | Total revenue from linked invoices |
| Cost | Total direct cost from linked approved expenses |
| Gross Profit | Revenue minus Cost |
| Margin | (Gross Profit / Revenue) × 100; shown as a colour-coded badge |
Margin Badge Colours
Section titled “Margin Badge Colours”| Colour | Condition |
|---|---|
| Green (emerald) | Margin ≥ 20% |
| Amber | Margin ≥ 0% and < 20% |
| Red (rose) | Margin < 0% (loss) |
A margin of — is displayed when revenue is 0 (to avoid division by zero).
Pagination
Section titled “Pagination”Use the Per page selector (10 / 20 / 50 / 100) and the page navigation buttons at the bottom.
Export PDF
Section titled “Export PDF”Click Export PDF in the top-right corner. The PDF reflects the currently active date filter and service type filter.