Profit By Mgt. Company

List of profit percentage by Management Company

This app provides a snapshot of the profit percentage by Management Company based on the service and/or receivable invoice totals vs. the cost amount.

Setup:

  1. The greeting field on the 3-6 Receivable Client screen must have the management company listed (if applicable) for each client.
  2. 3-2 and 11-2 invoices must be posted.
  3. 6-3 Job costs must be posted.

Steps:

  1. Open the 1-4 Recurring Journal Transactions screen.
  2. Click the zMaxOneClick app and choose Profit by Management Company.
  3. Wait for the preview grid to appear.
  4. To look up a specific Management Company, input a portion of the Management Company name in the filter box and click filter.

Output:

    Preview grid
  1. Microsoft Excel® document (Default location is \MB7\[Company Name]\Zoom Reports)
  2. The data shown on the report includes: Management Company, Salesperson name and employee number, Invoice Total, Cost Amount, Gross Profit Amount and Profit Percentage.

Story:

Joe Contractor would regularly like to see the profit he is making off of each management company but it takes the office too long to produce the report.

Process:

This app provides a snapshot of the profit percentage by Management Company based on the service and/or receivable invoice totals vs. the cost amount.

Return on Investment:

Now he can view the report at a click of the zMaxOneClick app.