Job Report
Hi,
I am trying to run a report to show all transactions without a job number allocated.
Is this possible?
Forum Discussion
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...
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?
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
Shella_ARhiannPhillipsCan I pick up on this thread and ask you HOW you filter the Job Activity report to show only transactions without a job code?
Hi TAGCRU,
Filtering the job activity report to show only transactions without a job code is a breeze! Here’s how you can do it:
- Open the Job Activity Report
- Find the option to insert or modify the report
- In the insert/modify settings, you can choose to hide specific columns. Locate the columns for Job No. and Job Name and hide them. This will remove these columns from the report view
Check out the attached screenshot for a visual guide:
Cheers,
Princess
