Department detail
What it's for
A department detail view is the transaction list behind one department's line on the P&L. It is where a margin figure stops being a number and becomes the jobs and invoices that produced it.
Reach it by opening a department from Reports → Department P&L. The route
is /reports/department-pl/<department>.
Tabs
Reports and Department P&L link back up. The detail itself is one table.
Panels and controls
Columns: Type, Category, Occurred, Amount, Invoice, and Issued.
- Type and Category say whether a row is revenue or cost and what kind.
- Occurred is when the underlying event happened; Issued is when the invoice went out. The two can differ, and the difference is worth noticing — work done in one period and billed in another is exactly what makes a department's month look wrong.
- Invoice links to the bill, so any row can be traced to its document.
Reading this list is how you settle "why is install down this month": either the work was not done, or it was done and not attributed, or it was attributed and not yet billed. The three look identical on the summary and different here.
No activity in this period is the empty state.
What it accepts
The view takes no input beyond the period inherited from the P&L. It is a read-out over the attribution ledgers.
How to configure it
- Departments under Settings decide what work is booked to this department.
- Job costing settings decide how each cost row is attributed.
- Invoicing settings decide when revenue is recognised against the invoice date.
Who can see it
This screen sits behind the Reports area.
Owners, office managers and dispatchers can open it. Technicians cannot. The gate is checked on the server, not just hidden in the sidebar, so a direct link does not get around it.
The full role matrix is on Roles & permissions.