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COST

Add agency costs: subcontractor invoices, expense reports, payroll, and overhead expenses.

How to allocate agency costs to track my agency's profitability?

1. UNDERSTAND THE COSTS

Create an expense report from your receipts, whether it’s a purchase or mileage expense. Edit and manage your expense reports.

How do I create/modify an expense report?

Expenses added in expense reports can be rebilled to your project clients. Activate the module and simply rebill!

How to Rebill Expenses to Clients?

2. EXPENSE NOTES

In employee salary contracts, you are asked for a loaded salary factor. Here's the definition and how to calculate it.

How to Calculate the Loaded Salary Factor?

Add your employees' contracts to determine the hourly cost. Manage raises and bonuses.

How to Create an Employee Contract, Manage Raises, and Bonuses?

3. PAYROLL

Allocate supplier invoice costs (subcontractors, freelancers) to your projects and/or their phases to track profitability.

How to Create a Supplier and Add Purchase Invoices to Projects?

Learn how to create a supplier on OOTI, how to create a quote, and how to generate an invoice from a quote, step by step.

How to Create a Supplier Quote and Plan This Cost?

Here’s how to manage time tracking and freelancer invoices on OOTI.

How to Manage Freelancers on OOTI

Learn how to customize the invoicing schedule of your subcontractors

Customize the invoicing schedule of your subcontractors

4. SERVICE PROVIDERS/SUBCONTRACTORS/FREELANCES

Include agency overhead/general costs/fixed charges to calculate the overall gross margin and regularly manage them.

How to Add/Manage Overhead Expenses?

Opportunities represent any unsigned project: call for tenders, competitions, feasibility studies... but with project management.

How do you allocate overheads to your projects?

5. OVERHEADS/FIXED CHARGES OF YOUR AGENCY

Find answers and get help from Intercom Support and Community Experts

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