We have projects 'jobs' that span over two financial years and it is frustrating to have to export the two years to excel to produce a P&L for the life of the project.
Any chance of having a user defined reporting period for jobs, this report is not generally used for year end company reporting so I don't see it as being a problem.
"Job Reporting Profit and Loss Report"
Hi,
We have a construction company and keep track of each job. We would love to be able to produce a P & L of the whole Job even if it is over two financial years. e.g if our construction starts in January 2016 and ends in Oct 2016 this spans 2 financial years. currently we are printing off two reports and combining them.
Would love to be able to produce a P & L for the term of the job not the financial term
Hi Bostock,
If you run the Job Budget Analysis report this will report over the whole of the Job independent of the financial year.
If you need more advanced reporting over Jobs then some of the Addon solutions can help with this.
As an example our Business Intelligence software BI4Cloud is used by a number of construction companies as our reports can also show all outstanding PO's and Sales Orders on the JOb that are still in the Order status. Clients use this to calculate WIP or just to keep a close on the likely Estimate Job profit once all of the Costs come in. No more nasty surprises!
I am in the building and construction industry and need to see how jobs are going on a daily basis. The current version of MYOB does not allow a overall profit and loss of a job - only a year by year report. In this industry a job can carry over through various financial years. I urgently need the ability to look at my bottom line figure on a job. At this stage i have to print out 2 reports and them add them together with a calculator. Not something I wish to be doing
The budget analysis report will give you what you want I think. This report is not defined by months or year, and takes the total of the job. You don't need to have a budget entered.
Hi Linda,
If you more flexible reporting from MYOB Jobs you might also like to look at some of the MYOB add on solutions, just CLICK HERE.
As an example our product BI for MYOB by Interactive Reporting can help you:
- analyse Job profitability over up to 4 user defineable periods;
- see Job profit at the high level of the Job header;
- see Jobs by GL account; or
- drill down to the underlying tansactions so find any issues.
One example Job Profit Comparison Report shows Job to Date profit v This Month Profit so you can keep a close eye on your jobs daily while also seeing the overal Total job position.
Try it for yourself on our website at www.BIforMYOB.com.
Good luck
Jennifer Kelly
Interactive Reporting
02 8912 4110
Job profit & loss report over multiple financial years is required as hours are wasted saving as an excel and adding two or three financial year figures together.
The report when "saving as" to excel does not show the account number on the spreadsheet.
We run jobs over two financial years - it would be good to run P&L reports for periods that are not defined by financial years to avoid the necessity of exporting to excel and merging the two.
Would love to see the functionality to be able to report over multiple financial years. We are a building company and jobs span across more than one financial year every time. It is frustrating to have to roll back a company file or reinstate a prior back up to obtain information on P/L, categories and job info. This should be a quick reporting process which turns into an hour long task and is very frustrating. I have seen many complaints about this feature not being available and can't see why it wouldn't be an easy fix in this program after all of these years.
Would agree with this. I have a client who has jobs that span financial years (sometimes up to 4 years) and would love to be able to print one report for the completed job.
Have a look at the Budget analysis report for jobs. This spans the life of the job and you don't need a budget to get this report.
I agree. I have a client that many jobs which run over a calendar year. In order to produce a job P&L, two reports need to be run, exported to Excel and then amalgameted.
From memory, it used to the case that job P&L reports were not confined to financial years. Certainly, job budget analysis reports are not - which is one way around the problem, as long as there are not transactions that fall outside the desired time frame.
I agree this is needed. I understand that the Jobs [budget analysis] can provide the historical details for a job, particularly pertinent in the construction industry. However a P&L report comparing years would be a fantastic additional. We track divisions of our practice using jobs, and would like to compare year on year for each partner with a click of a button, rather than requiring to export to excel. You need to consider removing the July to June constraint along with the Last/This/Next year. Oh and write a report to go landscape with jobs at the top colums so you can run a finger along a row should the account. thanks
