To get the financial overview in a project, go to Project -> Ledger on the main menu, or click "Ledger" from Project Details.
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
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.
You can add an adjustment in sales and revenue in your project which will be included in the total estimated numbers.
When you are closing your project you can insert the real values from your back-office system.
You are also able to add a description to add more detail to your adjustments.
Offer invoices: Your customer offer invoices will be listed here.
Form: booker payments and customer form invoices will be listed here.
Your real sales in the project can be inserted in Qondor through our API. Contact us at firstname.lastname@example.org for more information!
Your real costs in the project can be inserted in Qondor through our API. Contact us at email@example.com for more information!