Costs & margin
Purchase orders, supplier invoices and internal costs attached to the job, with margin compared against what was quoted.
PLATFORM LAYER · ACROSS EVERY MODULE
Finance & Billing
The commercial backbone under every service line. A moving job, a destination programme and an immigration case all carry supplier costs, a markup, a margin and an invoice — in whatever currency the work earns, reported in the one you manage by.
Cost, markup and margin
Invoice in any currency
Payment links & receivables
Reporting in your base currency
Who runs this every day
If your team recognises itself here, this module is the right starting point.
Owners who want margin per job, not just revenue per month
Finance teams invoicing in several currencies from one workspace
Operations managers tracking supplier costs against quoted prices
Account managers chasing overdue corporate invoices
Providers settling with agents and vendors abroad
Anyone reconciling quotes, jobs and invoices across separate tools
It starts in the quote, not at invoicing
Finance is not a stage at the end. Every price your team sends already carries its cost structure.
- 01
Load the costs
Supplier rates, crew time, materials, vendor fees and government charges are entered as costs on the quote, grouped by service.
- 02
Apply the markup
Each cost line gets its own markup, or you set the sell price and see the implied margin — it works in both directions.
- 03
Agree the currency
Quote in the customer's currency while costs stay in the supplier's, with conversion at a rate you control and can explain.
- 04
Bill what was delivered
Completed milestones and delivered jobs become invoices, so nothing agreed is left unbilled and nothing extra appears unexplained.
The money side of every module
One finance layer, whether the work was a container, a home search or a residence permit.
Multi-currency
Daily exchange rates, conversion at the invoice date, an optional currency adjustment line and reporting normalised to your base currency.
Invoicing
Invoices, proformas and credit notes raised from the job or case, with per-entity details for corporate group structures.
Getting paid
Online payment links, partial payments, statements and automated receivables follow-up on what is overdue.
Add-ons that extend this module
Switch them on only when your operation actually needs them.
Finance extension
Management reporting
The numbers owners actually steer by, built from the operational record rather than re-keyed.
- Revenue, cost and margin by service line
- Departmental profit and loss across moving, DSP and immigration
- Sales pipeline value and conversion
- Receivables ageing by customer and entity
- Everything convertible into your base currency
Finance extension
Accounting & document hand-off
Keep your accountant supplied without double entry.
- Invoice exports in the formats your accounting needs
- VAT and tax treatment per company and country
- Numbering series controlled per entity
- Supporting documents attached to every invoice
- Accounting readiness triggered when a job completes
Inside the module
The detail your coordinators, field teams and managers work with every day.
Quoting economics
- Cost buckets per service group
- Markup per line, in both directions
- Supplier identity kept internal
- Customer price view before sending
- Discounts and surcharges as explicit lines
Purchasing
- Supplier and vendor records
- Rate sheets reused across quotes
- Purchase orders per job or case
- Supplier invoice matching
- Vendor settlement in their currency
Invoicing
- Invoices, proformas and credit notes
- Milestone and staged billing
- Recurring storage and rental charges
- Per-entity invoicing for groups
- Attachments and supporting evidence
Currency
- Base operating currency per company
- Daily exchange rate updates
- Conversion at the invoice date
- Optional currency adjustment line
- Reporting normalised to one currency
Collections
- Online payment links
- Partial payments and balances
- Customer statements
- Automated overdue reminders
- Credit limit enforcement at quote time
Control
- Role ranks for approving and cancelling
- Company separation on every record
- Change history on prices and invoices
- Records retained with a trail
- Cancelled documents locked
What changes for your team
Outcomes, not features.
- Margin is known before the quote is sent, not after the month closes
- Cross-border invoices stop being a spreadsheet exercise
- Delivered work is billed in full because billing starts from the job
- Overdue invoices are chased automatically instead of remembered
- Management reports come from one source, in one currency
- Finance and operations stop reconciling two versions of the truth
Explore the rest of the platform
Every module shares one customer file, one set of permissions and one finance layer.
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