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Costs & Budget

Last updated 3 Nov 2026

Costs & Budget shows what the company is making, what each job is costing, and why. Office and finance staff use it to check margin and spend.

Budget Overview showing the reporting period, the company result, company cost and needs attention cards, and where the money went by cost stream

  • Budget Overview is the company result, where the money went, and what is stopping the figures being complete.
  • Budget Ledger is every posted cost, line by line.
  • Cost setup holds the rules behind the figures: Overhead, Asset Costs, the Rate Book, cost codes and fuel rates.
  • Pay Rates sets the pay levels that price wages. It sits under Payroll & Billing in the sidebar.