Job Tagging Reports

Financio provides Job Tagging functionality that allows users to track and manage job-related financial data. The platform offers four types of reports under Job Report, accessible via the Reports menu.

Accessing Job Reports:

1. Log in to Your Financio Account:

   • Navigate to the Reports section in the top menu.

   • Select "Job Report" from the dropdown list.

   • Choose from the following four job-related reports:
     
     
     

1. Filtering Job Activity Report by Job Tag:

• The Job Activity Report provides a breakdown of financial transactions linked to specific job tags.

• Steps to Filter the Report by Job Tag:

  • Navigate to Reports > Job Report > Job Activity.

  • Click on the Job dropdown menu.

  • Select the desired job tag.

  • The report will update to display transactions related to the selected job.

  • Additional filters by Account, Customer, and Date Range are available for more precise results.
    
    
    

2. Viewing Job Income Statement by Job Tag:

• The Job Income Statement Report provides a summary of income, cost of sales, and net profit for each job tag.

• Steps to Filter the Job Income Statement by Job Tag:

  • Navigate to Reports > Job Report > Job Income Statement.

  • Click on the Job dropdown menu.

  • Select the desired job tag.

  • The report will display financial details for the selected job, including:

    • Total Income

    • Cost of Sales

    • Net Profit

  • Adjust the date range for a broader view of financial performance.
    
    
    

3. Viewing Job List Report by Job Tag:

• The Job List Report provides an overview of all job tags, including their income, expenses, and net profit/loss.

• Steps to Filter the Job List Report by Job Tag:

  • Navigate to Reports > Job Report > Job List.

  • Click on the Jobs dropdown menu.

  • Select the desired job tag.

  • The report will display key financial details for the selected job, including:

    • Job Name

    • Income

    • Expenses

    • Net Profit/Loss

  • Adjust the date range to analyze financial data for a specific period.
    
    
    

4. Job Transactions in Financio:

• The Job Transactions Report helps users track financial activities for specific jobs. This report provides an overview of transactions related to different jobs within a selected date range.

• Steps to Filter Job Transactions:

  • Select a Job: Click on the Job dropdown menu and choose a specific job.

  • Set the Date Range: Use the date pickers to specify the period for the report.

  • View Transactions: The report will display job details, including invoices, descriptions, account names, and financial data.
    
    
    

Exporting Report to PDF and Excel

Financio allows users to easily export the Job Tagging Report for record-keeping and further analysis. The system provides options to download the report in PDF or Excel formats.

How to Export the Job Transactions Report:

1. Access the Export Options:

   • Click on the three-dot menu.

   • A dropdown will appear with two options:

     • Export to PDF: Download a formatted version for printing or sharing.

     • Export to Excel: Get an editable file for data analysis.