Features of the Cost Sheet

1. Cost to Client:

2. You can select the activity type and the amount and the taxes will be calculated based on HSN selection.

3. Multiple entries can be added under the Job.

4. You can also delete entries as long as it's not approved or Billed.

       2.  Cost to Agency:

                  a. You can enter multiple entries against a single job.

                  b. There is an option to mark a cost as internal if the activity is internal and no PO will be sent.

       3.   Planned/ Approved/ Billed Tabs: 

                  When the initial costs are entered they remain under the Approved Tab only. As and when the approval happens, the entries will also reflect under the Approved Tab. Likewise it will reflect under the Billed Tab once the Bills are generated or logged.

       4.  Notify Members

                   This option can be used to inform and collaborate with your colleagues on the Job.

       5.  Net Revenue

                   This will provide you with real time input on the revenue you’re making on this Job. This is purely based on the values you input for your client and costs.

       6. Quick Action

                   This option is used to quickly take action on your Cost Sheet without going to the designated page.

1. Create Estimate: Create Estimate based on data entered.

2. Issue Purchase Order: Issue PO based on cost to agency.

3. Log Vendor bill: Will redirect you to the vendor log section.

4. Generate Client Bill: Take you to the Bill Generation page.