Finances
Money lives in two places. Job finances is the commercial record for one site. Workspace Finances rolls jobs up: payables, procurement, and an eight-week cash view.
Job → Job finances dashboard
desktop
When this area is the right place
Use Job finances to quote, vary, invoice, and log bills on one job.
Use workspace Finances when you need supplier amounts, purchase orders, or cash timing across jobs.
Use Approvals for the sign-off queue. That opens from the app header, not as a Finances tab.
SiteHut is the operational record (what was agreed, billed, and paid on the job). Xero or your accountant remains the statutory ledger. See Xero.
On a job
Open a plot or standalone job → Job finances. The first screen is Finance actions (next commercial step and items that need review). Job Costs sits beside it.
Modules appear when Features and your role allow:
| Tab | What it is for |
|---|---|
| Estimates | Coming soon. Price quotes from library and supplier resources. |
| Quotes & Contracts | Customer offer or uploaded contract baseline |
| Variations | Extras and omissions after the original agreement |
| Final Account | Closing commercial position |
| Purchase Orders | Supplier orders for this job |
| Bills & expenses | Supplier bills, receipts, reimbursements |
| Invoices | Bills to the customer |
Standalone jobs have Job finances. Developments and plots are coming soon.
Across the workspace
Finances in the sidebar:
| Tab | What it is for |
|---|---|
| Overview | Contract sum, forecast margin, cash in/out across active jobs |
| Payables | Outstanding supplier costs, committed orders, items awaiting approval |
| Procurement | Purchase orders, order requests, and plant on hire |
| Cash flow | Client and supplier amounts due over the next eight weeks |
Job Costs
On Job finances → Job Costs you get the Job cost report: cost budget, committed, accrued, actual spend, forecast cost, and forecast margin. Those figures use the same definitions as Job Summary and workspace Finances.
The cost budget is the internal cost budget on Overview → Details when that field is set. Otherwise SiteHut uses quote or estimate cost (resource rates, not sell). If the quote has no cost build-up, planned cost falls back to quote sell and the report says so. Approved variation costs are added on top of that original plan.
Forecast cost is actual + accrued (received not billed) + remaining committed + leftover unspent budget. Forecast margin is contract sum minus forecast cost. Billed margin (invoiced minus actual) is shown as a caption.
Committed and accrued stay empty until procurement (purchase orders) is on for the workspace. Archive a job and SiteHut keeps a snapshot of this report.
Modules and defaults
Turn modules on under Settings → Features: variations, Final Account, bills & expenses, procurement. Estimating is coming soon.
Per-job overrides for the variation register live on Overview → Details. Workspace defaults for the register are under Settings → Quotes & invoices.