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GalaxyBK's avatar
GalaxyBK
Contributing Cover User
2 years ago
Solved

Job Exception Report Not Showing Transactions Without Jobs

The Job Exceptions Report is not showing transactions without Jobs. Is that what it is supposed to do?
  • Trevor_Harrison's avatar
    Trevor_Harrison
    28 days ago

    Hi Kazzablanca​ 

     

    If you are looking for another way of isolating those transactions that do not have jobs allocated you could use the Job Profit and Loss Comparison Report.  I tend to use this when looking for unallocated transactions.  In the report options select display 'Display Transactions without Jobs'.  This will produce an additional column (last column in the report before the total) and will display a value in each profit and loss account totalling the transactions which are not job allocated.  Clicking on the value link will display only those transactions with jobs).

     

    Obviously not as good as a simple list but at least this is a full proof way of locating those entries.

     

GalaxyBK's avatar
GalaxyBK
Contributing Cover User
2 years ago

Hi Earl

 

Screenshots attached.

 

With thanks

Leah

Earl_HD's avatar
Earl_HD
MYOB Moderator
2 years ago

Hi GalaxyBK,

Thank you so much for the screenshot and my apologies for the late response. Firstly, regarding the job exception reports, it's important to note that there are two separate reports available. One pertains to invoice transactions, encompassing sales and purchases lacking a job association, while the other focuses on cash transactions, excluding payroll, without job assignments. Running both reports ensures comprehensive coverage, verifying that all transactions are appropriately linked to jobs.
 

If you find no transactions displayed in the report, please double-check the filters applied to ensure they align with the specific transactions you're reviewing. Should the filters be set correctly and yet no transactions appear, we'd appreciate a screenshot of a transaction you believe should be present, along with a snapshot of the report window. This additional information will assist us in conducting a more detailed investigation into the matter.

Looking forward for your response.
Regards,
Earl

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