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JanetteMelbourn
Posts: 1
Registered: 10-02-2012
Australia
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Using Jobs for Departments - what functionality is there?

[ Edited ]

Hi there,

 

I've just joined a company and now manage multiple MYOB Account Right Premier files. The business has grown quickly and in some of these files, there are multiple departments that aren't being properly identified. I was at first thinking "categories" would be the best way forward, but have since seen that you can't allocate one transaction e.g. a purchase, to more than one category. Hence, categories are out. Apparently "jobs" offer greater flexibility including the ability to allocate a transaction to multiple jobs. Currently, there is much on-charging of salaries between departments. This is done by journal and is quite onerous. So some of my questions are:

 

  • Can employees be set up in payroll so that their salary is split between multiple jobs? Can it be set up to roll forward from payroll to payroll without having to re-enter the splits each time?
  •  Are all P&L items able to be budgeted for by job?
  • Can you run P&L reports - by job against budget an against prior year comparatives?
  • Can you run P&L reports - in total against budget and prior year comparatives i.e. including all jobs?
  • Can you go in and allocate past transactions to jobs so that the YTD P&L is relevant and useable?
  • Can Balance Sheet items be allocated to jobs?

 

And, as a hopeful question rather than one I think I'll receive a positive answer for, is MYOB able to cater for multiple companies with a group structure? As I said, this company has grown very quickly and I'm now wondering if MYOB is able to do what this bigger company now needs.

 

 

I look forward to some feedback! Thanks in advance,

 

Janette 

Super Partner
Clive
Posts: 2,725
Registered: 11-01-2007
Australia
0

Re: Using Jobs for Departments - what functionality is there?

Hi Janette

 

I have answered next to each question with one being Calxa.  http://www.calxa.com.au/ is a link to their website.  MYOB allows a budget over the life of a job, not per annum and not monthly.  Calxa allows you do do all your budgeting not only for jobs but for the whole entity and it can project up to 10 years while MYOB budgeting only allows the current and future year as defined in the data file.  Calxa also does cash flow forecasts that work much better than the very constrained on in MYOB

 

  • Can employees be set up in payroll so that their salary is split between multiple jobs? Yes
  • Can it be set up to roll forward from payroll to payroll without having to re-enter the splits each time? Yes
  • Are all P&L items able to be budgeted for by job? Yes
  • Can you run P&L reports - by job against budget an against prior year comparatives? Calxa
  • Can you run P&L reports - in total against budget and prior year comparatives i.e. including all jobs? Calxa
  • Can you go in and allocate past transactions to jobs so that the YTD P&L is relevant and useable? Yes
  • Can Balance Sheet items be allocated to jobs? Yes

Regards

Clive Williams

MYOB Certified Consultant & Accredited Trainer; Ostendo Consulting Partner
Cert IV Financial Services (Bookkeeping); Cert IV Training & Assessment; BAS Agent 92620 006
Providing on-site MYOB support in Sydney, the Hawkesbury and the Blue Mountains
Remote support available for MYOB throughout Australia
Mobile: 0418.657.833 AH (02) 4578.5343
email: clive@crwservices.com.au website: www.crwservices.com.au