Forum Discussion

Rebecca2's avatar
Rebecca2
5 years ago

How to add a liability to a job costing

Hi there,    I have just run a job costing on one of our jobs and I notcied that our loan accounts that are for the job do not show up even though I have assigned the job number to it.  Is there an...
  • Rebecca2's avatar
    Rebecca2
    5 years ago

    Hi Neil, 

     

    I actually called your team and spoke to Nic who was really helpful. 

     

    We did find a solution which was on the job costing report you have to tick the box that says include Balance Sheet Accounts and this will bring up any liabilities put to that job number. 

     

    So all sorted but thank you for your reply 

     

    Have a great weekend

Neil_M's avatar
Neil_M
Former Staff
5 years ago

Hi Rebecca2 

 

Within AccountRight, jobs are designed to track income and expense accounts to determine the profit or loss on a venture. Balance sheet accounts, like liability accounts aren’t tracked as part of the job reports.

 

Unlike jobs, Categories can be used to track transactions against balance sheet accounts. That said Categories can only be assigned to a transaction as a whole, and not specific lines within a transaction

  • Rebecca2's avatar
    Rebecca2
    5 years ago

    Hi Neil, 

     

    I actually called your team and spoke to Nic who was really helpful. 

     

    We did find a solution which was on the job costing report you have to tick the box that says include Balance Sheet Accounts and this will bring up any liabilities put to that job number. 

     

    So all sorted but thank you for your reply 

     

    Have a great weekend

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