Forum Discussion

Dawn56's avatar
Dawn56
Member
3 years ago

Job profit & loss report that spans a couple of financial years

In AccountRight I used to be able to find a report for each job (I think it may have been Job Budget Analysis) from start to finish even if it went over more than one financial year.  After having to...
Trevor_Harrison's avatar
Trevor_Harrison
Super Partner
3 years ago

Hi Dawn56

 

I run this type of report every month for one of my clients.

 

You are looking for the Job Profit and Loss Comparison Report.

 

This report can be filtered down to one job if required or any number of jobs.

 

Set the report date for any period you choose. I have run reports over a 5 year span with no issues. 

 

Using the breakdown option you can then group the reporting periods by financial year if you choose.

 

 

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