Changing Job category but not updating on reports

nickclev3

Hi

We have added new job categories to MYOB business. We have then changed the existing job category to the new job category in a purchase but when we try to run a report such as a Job P&L, the P&L does not update with the new category. Is there a reason why?

Thanks Nick

Isaiah_C

Hi @nickclev3,

 

Good on you for setting up those new job categories. That'll make things much easier to track going forward. Just so you know, once a purchase has been saved, changing the job category won't automatically flow through reports like the Job P&L. The report only picks up the job that was allocated at the time the transaction was first entered. If you'd like it to show under the new job, just hop back into the transaction, update the job on the line(s), then re-record it. After that, re-run the report and it should show correctly.

 

If you've already done that and it's still being a bit stubborn, try refreshing report. And if it's still not lining up, reach out to our live chat support through our virtual assistant, MOCA, or submit a case via MyAccount so they can take a closer look on this.

 

Regards,

Sai