To get the financial overview in a project, go to Project -> Ledger on the main menu, or click "Ledger" from Project Details.


PROJECT LEDGER:

The Project Ledger gives you an overview of estimated, invoiced and real numbers in the project. (All numbers are exclusive of VAT.)

You can also set the status of the project from here. The status describes where in the project process the project is:

Pending: Created in Qondor, but has not been confirmed or cancelled
Confirmed: Automatically set when customer confirms offer on Customer Web
Finished: Manually set when the project is finished
Cancelled: Manually set. For reporting purposes, a cancellation reason must be given



REMARKS

Add any remarks to your ledger.

OVERVIEW: ESTIMATED NUMBERS

Read the full definition in the Estimated numbers article.


OVERVIEW: INVOICED NUMBERS

Invoiced numbers are based on total amount invoiced on Customer invoices and participant payments total sales.

Deposit payments are included.



OVERVIEW: REAL NUMBERS

Real values are registered manually by the Project Manager.

OVERVIEW: EDIT YOUR VALUES

EDIT BUDGETED VALUES
Here you can fill in your customer's budget for the project.

ESTIMATED VALUES
You can add an adjustment in sales and revenue in your project which will be included in the total estimated numbers. 

REAL VALUES
When you are closing your project you can insert the real values from your back-office system. 

DESCRIPTION
You are also able to add a description to add more detail to your adjustments.



INVOICE SPECIFICATIONS


Offer invoices:
Your customer offer invoices will be listed here.

Form: booker payments and customer form invoices will be listed here.


REAL SALES

Your real sales in the project can be inserted in Qondor through our API. Contact us at support@qondor.com for more information!


REAL COSTS

Your real costs in the project can be inserted in Qondor through our API. Contact us at support@qondor.com for more information!



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