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Job Report

RhiannPhillips

Hi,

I am trying to run a report to show all transactions without a job number allocated.

Is this possible?

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Doreen_P

Hi @oscook,

When the job reports aren't lining up, it usually comes down to how the transactions have been coded. In MYOB Business, you can run the Job Activity report and use Customise button to add job code/number column so you can see what each transaction's linked to. There isn't a way to remove that column, but after setting your date filters, you can use the drop down to expand the view and check the job codes. If the job name's showing blank, it means that line hasn't been assigned a job. It's worth opening those transactions and making sure each line has the correct job selected. If you're still having trouble tracking down the the right job report, you can reach out to our team on Live Chat via our virtual assistant, MOCA, or by submitting a support case via My Account and they'll a closer look with you.

Cheers,

Doreen

oscook

MYOB Business Lite - I cannot find anywhere that produces reports with Job Codes or without. I can add a column for "Job Name" but that does not consistently show the Job Name - I only have 3 Jobs in my file.

It's a disaster when running Job reports and finding the reports don't agree.

Can anyone help?

Mike_James

Hi @Evie-Myob , whilst I agree with running GL detail reports to review for missing job numbers, for AccountRight, select Reports index, then Accounts, then Job sub-section. Don't the two job exception reports show which transactions are missing a job code?

Evie-Myob

There is no such animal that exists in any of the MYOB reports that allows you to produce a report showing what transactions are missing a job code.

You have to do this manually by running a transactions report or general ledger report showing all details. Make sure you have the job code showing on the report (by going to modify report settings and add the job code column). Then export to excel and apply a filter or pivot table etc to the data.

You would think that since the launch of MYOB in the 1980s they would have figured out how to put this as a filter option on the reports but no... instead you need to waste hours mucking around with data exports so you can do validity checks on data. VERY ANOYING especially when job codes are vital to some business's operations/existence.

Fundamental feature ignored. They (MYOB) will blame the user saying we haven't voted for it or not enough votes...

TAGCRU

@Shella_A @RhiannPhillipsCan I pick up on this thread and ask you HOW you filter the Job Activity report to show only transactions without a job code?

Shella_A

Hi @RhiannPhillips

Absolutely! You can run a Job Activity Summary and Detail report and filter it to show only transactions without a job number. You can proceed by clicking Insert/Modify, then choosing to hide the job number under the Show/Hide option. See this helpful article about customizing reports for more details. If you need more help, don't hesitate to ask!

Kind regards,

Shella