Expenses not appearing in Job reports

Question

I have allocated specific jobs to expenses on a purchase bill, but when I run a report on Job Transactions, it does not show. The report only shows the sales transaction. Kindly assist.

Regards,

Asna

Jemar_C · Answer

Hi Ek0106,

I understand that you have the same issue as expenses not appearing in Job reports. Have you tried Isaiah's suggestion above? Please check the filters on the insert/modify screen? Also, verify if the transactions appear in the Job Profit and Loss report. Please note that job transactions are on an accrual basis, so if a transaction has been paid, it may not show up.

Feel free to write a post if you need further assistance.

Cheers,

Jem

Ek0106 · Answer

I have the same problem. It seems to have started since about March. There are various items missing from the job activity report. Can you please advise if this is a known but and any work around available?

Isaiah_C · Answer

Hi @AsnaS,

Could you please check the filters on the insert/modify screen? Also, verify if the transactions appear in the Job Profit and Loss report. Please note that job transactions are on an accrual basis, so if a transaction has been paid, it may not show up.

If you still encounter issues, kindly send a full screenshot of the screen while covering any sensitive numbers.

Regards, Sai