P3's avatar
P3
Contributing Cover User
12 years ago
Status:
Done

Report: Job Profit & Loss Statement - Ability to produce across financial years

We have projects 'jobs' that span over two financial years and it is frustrating to have to export the two years to excel to produce a P&L for the life of the project.  

 

Any chance of having a user defined reporting period for jobs, this report is not generally used for year end company reporting so I don't see it as being a problem.

 

"Job Reporting Profit and Loss Report"

  • Hi P3, 

    I wanted to do a simlar thing but realised after a couple of jobs (where i through we were making a good profit) that this report shows actual figures against budget. So when looking at the report for salaries under expense account; the salaries actual coloumn is only wages that you have paid the employees. It does not take into account your overheads (so the salaries plus wages) which is tracked in timebilling.

    To track a job i run two reports 

    - Jobs (Budget Analysis) report, this gives me the budget info

    - Activity Slip (Job Detail) report, this gives me the cost figures (so the salaries plus overheads)

     

    If anyone can assist with a better and easier way to track jobs I'd be greatful. 

  • M.Y.O.B Please make it possible to obtain job P & L reports for the entirity of the project. It is frustrating having to produce a separate report for each financial year. Also a budget versus actual report showing remaining balances for jobs would be highly beneficial. 

  • Status changed:
    Open
    to
    Done

    Hi Everyone


    The Job profit & loss reports can be run over multiple financial years within AccountRight 2023.1 and the AccountRight Browser interface. Do ensure that you enter the appropriate date range into the filters.