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Version: v1

Project Finance


Project finance allows you to track hire, crew and purchasing costs for each project.

Finance Permissions

33 - View Project Payments
34 - Add new Project Payment
35 - Delete a Project Payment
46 - Change Project Invoice Notes
121 - View Payment File Attachments
122 - Upload Payment File Attachments

Finance Dashboard Finance Dashboard

Adding Costs


AdamRMS automatically calculates equipment hire costs, but you can add additional costs to a project in the following categories:

  • Sub-Hires
  • Staffing Costs
  • Sales

Each of these items requires the following information:

  • Quantity
  • Supplier
  • Description
  • Amount

Add staffing cost to a project Adding Staffing cost to the project

Receiving Payments


You can record the receiving of payments in each project.
A payment consists of the following information:

  • Payment date
  • Reference
  • Payment Method:
    • Credit Card
    • Debit Card
    • Bank Transfer
    • Cash
    • Cheque
    • Other
  • Description
  • Amount received.

Recording Payment Adding a payment record

Quotes


Quotes are documents you can share with clients before a committing to a project. You can customise them to include as much information as you want.
They can also be used as printouts of project assets.

The footer on the quote can be customised in the business settings (permission 83 is required for this).

Creating an Quote Create a Quote

Quotes are stored in the Invoices and Quotes tab, and count towards your business file quota. Every generated quote is stored, so you can track the history of the project through quotes.

A Sample Quote An example quotes

Invoices


Invoices are documents you can share with clients that sum up a project. You can customise them to include as much information as you want.
They can also be used as printouts of project assets.

The footer on the invoice can be customised in the business settings (permission 83 is required for this).

Creating an Invoice Create an Invoice

Invoices are stored in the Invoices and Quotes tab, and count towards your business file quota. Every generated invoice is stored, so you can track the history of the project through invoices.

A Sample Invoice An example invoice