Kickserv users often ask us how they can calculate the cost and profit of their work for a particular time range (e.g. quarterly or monthly). You can do this easily with job expenses and the expense report.
Select Reports from the main navigation menu on the left.
In the Work section, locate the Expenses report.
Select the date range you're interested in, select "CSV (Excel)" from the dropdown, and click Run Report.
Find the file you just downloaded and open it in your favorite spreadsheet editor. You'll find "Jobs Total Expenses" in column L, and "Jobs Total" in column M.
Use those magic spreadsheet tools to sum up column L and sum up column M (or do it by hand if you just really love arithmetic).
Subtract the L total (Job Total Expenses) from the M total (Job Totals) to get your profit.
We hope this is a good start for you keeping track of your job costs and profits.
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