Joe46's avatar
Joe46
Cover User
11 years ago
Status:
Done

Report: Jobs [Budget Analysis] - Show budget value when no value against account

We have just installed Account right plus v2013.3

 

The Budget Analysis report will only display Account Codes that have BOTH a Budget and Expenditure recorded against the account.

 

We have had expenditure recorded against a job using an expenditure account code but dose not appear in the Budget Analysis Report. 

 

Also we have had a Budget recorded against a jobs account code, but no expenditure, and this dose not appear in the Budget Analysis Report.

 

Our previous MYOB v16 did include all activity giving us an accurate view of the Budget,/ Expenditure for each job.

 

MYOB Tech help could not advise on any solution for us.

 

Is there a report where we can obtain an accurate Budget vrs Expenditure by Job?

 

Thanks

Eileen

 

"Jobs Budget Analysis"

 

 

Budgeting
Jobs
Reporting

12 Comments

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  • Mark_Smith's avatar
    Mark_Smith
    Former Staff
    11 years ago
    Status removed:
    New
    Hi Eileen, can you please tell us the exact steps you used to get the report in v16. I tried to reproduce in v19 but must not have the right steps. Can I confirm you set up budgets, recorded a series of expense/income and then ran the budget analysis report and it didn't show the items that were not budgetted for? Regards, Mark Smith
  • Joe46's avatar
    Joe46
    Cover User
    11 years ago

     

    Hi, Mark

    You are right that it does not work in v2013.3 but it worked perfectly in v.16. The very simple steps we followed were:

     

    1.  Set up Job

    2.  Record Budget against most account codes

    3.  Record Expenditure against account codes in jobs as they occur using “Spend Money”.

     

    NB:  Budgets are often not complete at the beginning of the job's life.  In some cases jobs can incur an unexpected expense against a account code where no budget has been set.  If this occurs the Budget Analysis Report in v.2013.3 will be misleading as it will not show any expenditure for that account code.  

     

    Also if we set up a Budget for a job,  this will not be reported on the  Budget Analysis Report in v.2013.3, until expenditure has occurred for that account code. This is also misleading because it reports a lower total job budget than we have estimated.

     

    We would like to see the figures on the Budget Analysis Report show all activity,  ie every time a budget is entered it should be on the report regardless of expenditure having taken place or not.  Also if a job account code has expenditure against it we very much would like to see this expenditure appear on the Budget Analysis Report even if no budget has been set for that account code.  This will give us a true report for that job.

    This is what we were used to seeing in v.16 and it is the most important report in the whole system for our business purposes.

     

    Thanks

    Eileen

  • jenniek's avatar
    jenniek
    Ultimate Partner
    11 years ago

    I would agree - I have many non-profit organisations who use jobs and budgets to track their funding - like Eileen they may or may not have expenditure against them - but they need to see everything. These clients will NOT upgrade to 2013.3 without this feature.

  • CIBookkeeping's avatar
    CIBookkeeping
    Partner
    11 years ago

    HI Eileen (Joe46),

     

    Sorry, just came across your message regarding job reports.

     

    I have found that any expense accounts that have transactions allocated but did not have an original budget, if you enter a budget of $0.01 this will then show on the budget analysis report.

     

    Hope this helps.

     

    Cheers

    Kim

  • DoggedBooks's avatar
    DoggedBooks
    Partner
    10 years ago

    I need to produce budget reports for jobs including zero balances, comparing budget to actual expenditure. Vital for providing reports for grants to government agencies.  In the desktop version of MYOB I can filter out the unwanted percentages cloumns and check that I have entered the budget correctly as it will report job budgets with zero expensiture. BUT the cloud version of MYOB is completely useless in this regard.

    So not only am I not able to produce payslips in batches that I require, I can't produce the reports for government agencies that I need and the MYOB cloud version is a disgraceful waste of time and money in its present undeveloped format.

     

  • dawesse's avatar
    dawesse
    Contributing Cover User
    10 years ago

    I have rung in and spoken to people a couple of times about this.

    We have found this to be a real issue. 

     

    V19 Budget comparison report worked really well even if you didn't have ANY budget figures in.  It is the one Full report that crosses over financial years and for a building firm that has jobs that can cross over periods it was great.

     

    New Account Right Plus does not do this - and the work around suggested of putting $0.01 against each possible GL code is not a practical solution.  (might be okay if you could do it in one go!! - but having to go down and enter it against every code does not work) 

     

    If you enter an expense against a GL code that doesn't have a budget figure against it, it appears to then put that figure in the Budget column as well so the reporting is not reliable.

     

    This needs remedying URGENTLY - at the moment I can't trust the reports that are coming off MYOB and it is wasting too much of staff time trying to ensure we have everything accounted for when invoicing clients.

  • dawesse's avatar
    dawesse
    Contributing Cover User
    10 years ago

    Hi guys

    How are you getting on with the Job Budget Analysis report as per previous posts?

     

    This worked great in V19 - need it working in Account Right Plus.  Work around suggested as per previous post is not acceptable, takes far too long and isn't 100% fool proof.

     

    This report is essential to our monthly invoicing and to all back costing of jobs.  We need to be able to compare our actual costs with the original quote/budget.

     

    PLEASE tell me have this nearly sorted !!!

  • Liam_M's avatar
    Liam_M
    Former Staff
    10 years ago

    Hello dawesse 

    We do plan to correct this issue in an upcoming update.

     

    Regards

     

    Liam

    MYOB Support

  • Liam_M's avatar
    Liam_M
    Former Staff
    10 years ago
    Status added:
    Coming Soon

    We're pleased to say that this change is currently in development. In an upcoming update, accounts that are budgeted for, but have no activity will appear on the job budget analysis report, as will jobs that have activity, but no budgeted amount.

  • dawesse's avatar
    dawesse
    Contributing Cover User
    10 years ago

    Thanks Liam - can you give me any idea when that Update will be coming out as my excuses for lack of reporting are starting to wear thin with the bosses.

    Cheers