I have set up a job and sub jobs so that we can track the income and expenses for one job and look at a P&L. I have attached what I can see when I look at the jobs list, but this doesn't translate into a P&L report. I would like to run a P&L for the header that will show the income and expenses with a profit or loss. However when I look to run a report I can only report on the sub jobs.
What have I done or not done.
Thank you for any assistance.
Chris
Hi AXSHS,
Thank you for reaching out regarding the job reports. To get a profit and loss report that shows the total income and expenses for each job, you can try using the job profit and loss report. This report will give you a clear view of the income and expenses for each job. Please refer to this Help article: Account Reports. Give that a try, and it should provide the information you're looking for. Let me know if you need any further assistance!
Cheers,
Princess
Morning Princess - that does not work. If you look at the attachment I sent, that is just from Lists>Jobs. I am looking at the Rottnest job which has sub jobs. That information doesn't translate into a P&L report that shows the income and expenses with what at this point is a loss.
When I run a P&L I can only select the sub jobs - what do I need to do to replicate the information that is obviously there as per the List>Jobs screen?
Thank you
Chris
Hi AXSHS,
Thanks for the quick response. I get that the reports provided are lacking in the same information that you are hoping for when looking into a profit and loss report for the 'Rottnest' job and its sub-jobs. As of right now, the only reports that provide details on income, expenses, and job details are those that Princess recommended. If this doesn't provide you with the specific details you require, I would like to encourage you to take your time and submit this recommendation to our MYOB AccountRight Ideas exchange board so that it can be taken into consideration. You are always welcome to share your thoughts with us.
In the meantime, feel free to post again if you need any further assistance.
Kind regards,
Shella
Hi Shella - just to clarify, I can set up a "Head" job and have sub jobs sitting underneath, but I can't report on the job as a whole? just the individual sub jobs?
That seems bizarre. As there are instruction to set up a job with sub jobs.
Would you please confirm - thank you.
Kind regards
Chris
Hi AXSHS,
Indeed, you can create a main job with several smaller tasks beneath it, but typically, the reports are more focused on each of these smaller tasks than the main job as a whole. You have the option to generate a report for each of these smaller tasks and modify it to suit your requirements. This allows you to monitor the revenue and expenditures for each of these smaller tasks that fall under the main job. You can decide which tasks to include in a report and then save it as a PDF or Excel file. However, please note that some reports may not provide all the information that is visible in the job list report. See more information in this helpful article discussing job reports.
Let me know if you need any further assistance!
Kind regards,
Shella
