Back costing is your first line of defense when it comes to invoicing. This part of Fergus helps ensure you get all the costs of your jobs accounted for before you invoice.
Transcript
Hi everyone. It's Dylan here from the Fergus team. In today's video, I'll be showing you how the back costing column works on the status board.
Back costing is the only part of the status board that requires manual input to move it to the next step. This is to ensure you've accounted for all the costs associated to the job before it is invoiced. There are four sections to this column.
These are as follows UN invoice costs. This means that costs were added to the job that has already been invoiced. So Fergus is checking to make sure you've accounted for this. supplier reconciliation. This section means that purchases or credits relating to this job have not been reconciled, so you might be missing items from the invoice if you've already produced one costing confirmation.
This means Fergus is checking to see if everything is accounted for, and to move past this, you can mark your site visits as complete or ready to invoice to move out of the section. The last section here is the queried section, just like the other sections in Fergus.
This means that someone has logged a query against this job, which needs to be addressed before progressing. Further in summary that costing makes sure you are accounting for all your costs so nothing is left out on the invoice.
At any stage, you can show more or less detail on the status board by changing your preferences. This is great while you're starting out, so you know why everything is where it is.
Thanks for taking the time to watch our video. If you have any questions, please get in touch via support@fergus.com.
Kristie
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