Your business, clearly

Accounting

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Ask a question. See the answer and the records behind it.

Answers appear below. Financial questions are available to the owner.

At a glance

All time · All projects

Recorded payments and paid costs. Profit excludes linked invoice sales tax and deducts company operating expenses. Missing costs can change it.

More actual totals

Estimates & planned costs

These forecasts include leads and estimates and are separate from actual revenue. Uncollected approved job value excludes jobs that have not been approved. Total job values include payments already received. Projected profit uses paid and planned job costs, before company overhead; future costs not yet recorded will reduce it.

Profit by project

Project

Project breakdown separates all-time payments received from projected job totals. Actual profit above also deducts company operating expenses.

Find or correct a transaction

Filter or correct recorded entries here. To change a job value, open the project and edit its estimate, change order or closeout. Saved form entries open saved forms; invoice payments open Invoices.

Search entriesEntry typeFromThrough

Dates, type and search filter this list only. Excel and print include the selected project breakdown and filtered list. CSV exports the filtered list. Entries without a date are excluded when a date range is selected. Downloads are snapshots; editing a downloaded file does not change JobForge.

How the numbers work

Actual revenue is money received and recorded, even for a deposit on an unfinished job. Linked invoice sales tax is excluded from revenue and profit; unlinked payments need any sales tax removed before recording them as revenue. Unpaid completed jobs stay in projected job values until payment is recorded. Actual gross profit is revenue excluding linked sales tax minus paid job expenses. Projected total job profit is the total job value minus paid and planned costs; it is a forecast, not additional money received. Expenses exist only when you record money the business actually paid. A material amount on an estimate does not become an expense by itself, even when the estimate says the contractor will buy it.

Older costs on unfinished jobs are treated as planned until marked paid. Historical completed/paid job costs retain their existing treatment. In the entry list, use Mark paid and enter the payment date, or Mark planned to correct an unpaid cost. Changing job status does not pay a cost.

If an older job was manually adjusted to force the previous dashboard totals to match, open Job Records → Costs and remove those old adjustment entries. They are real saved cost records and JobForge will not silently delete them.

Download or print a report

Reports use your project selection and transaction filters. The overview above always shows all-time company totals.

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