"Warn if jobs are not assigned to all transactions (System-wide)"

Good morning Steven,

Thank you for advising on a report for my sanity.

I have customised a report for this purpose - we balance every month so hopefully the report won't get too big.

Cheers

Hi Greta 

Currently, while you can assign a job to a transaction with MYOB Business there is no check or preference that can be enabled to warn if a job is not assigned to a transaction.

In saying that, reports like the job exceptions (cash transactions) and Job exceptions (invoice transactions) would be the reports you would be looking at to determine if a job has been added to a transaction or not. Please note that these reports are only available in MYOB Business Pro.

Hi Steven,

I tried that report but it gave me no transactions at all.

Not sure why????

Regards

Greta

Hi Greta 

Firstly the job exception reports are two reports. There is one for invoice transactions i.e. the sales and purchases not showing a job and the cash transactions i.e. other transaction types (minus payroll) without a job transaction. So I would make sure that you are running both reports to ensure that all transactions have jobs on them.

If you are encountering no transactions in that report I would make sure that you have the appropriate filters set for that report for the transactions you are looking at. If those filters are set correctly and no transactions are appearing we would need to screenshot of a transaction you think should be appearing along with a copy of that report window to investigate further.

Hi Steven,

Thank you for looking into this further.

I know there are two reports but at this stage (we should be using invoicing soon) we only use Spend Money & Receive Money. I di try both reports when trying to locate the missing Job numbers.

Please find attached three screenshots - self explained by the file names.

Cheers

Hi Greta 

It does appear to be missing those transactions, doesn't it?

I have been able to replicate the situation with my internal testing and have passed on this situation to our product teams for further investigation and correction for a future update. 

In the meantime, if you are using AccountRight with that file (i.e. using AccountRight's browser to obtain that report) then do run that report in the Desktop application - it appears to be not impacted by the same situation.

If the file is solely in MYOB Business/the newer MYOB Essentials using a report like the General Ledger with the Job Name column added would be the way to go to determine which transactions don't have a job- it would be best run on Income, Cost of Sales and/or Expense accounts.