Financial

The Financial tab of a Job: invoice for work done and raise Purchase Orders for Supplier costs, all drawn straight from the Job Costing.

The Financial tab of a Job is where tracked work becomes billing. Because Agencydesk is built exclusively for agencies, everything here draws directly from the Job Costing: the Tasks, Costs, rates, and Billing Tier already set up on the Job. You do not rebuild figures or re-check rates. You choose what to bill, and the numbers are already right.

The tab has two sub-tabs, each covered in its own guide:

Inside a Job, the Financial tab is visible to users with Manager access or higher. The agency-wide Finance page is separate and visible only to the Finance role. Access levels are set per user under Users.

The Financial dashboard

At the top of the Financial tab, four cards summarise the Job's billing health:

• Total Billed — the percentage and value of the Job that has actually been billed on issued Invoices. Draft Invoices don't count, so this figure reflects real, issued billing only. (Void an issued Invoice and this drops accordingly.)

• Job Value — the total value of the Job, including VAT.

• Balance — what remains to be billed, including VAT.

• Billable — the value of work actually done so far, shown as a percentage of the estimated Job value. This is made up of tracked time (capped at each item's estimated amount, so an overrun doesn't inflate it) plus any Tasks marked complete, which count in full even if no time was tracked on them.

Total Billed vs Billable answer two different questions. Total Billed is what you've invoiced. Billable is what you've earned the right to invoice based on work done. The gap between them is work delivered but not yet billed, which is exactly what an Account Executive wants to see before raising the next progress Invoice.

Setting a Budget on a Job changes what the Billable card measures against. See Setting a Budget on Managing Jobs.

In this section

Invoices

Create, build, edit, issue, download, and void Invoices, with guardrails that keep billing accurate and audit-ready.

Purchase Orders

Raise Supplier POs from Job Costs, with buy-and-resell views and correct dual tax-rate handling.