Please add ALLOCATED MEMOs to HIDE/SHOW box in REPORTS - JOB-Transactions. This was a feature in 19.9 but has been omitted from 2013.2. This is a feature that is required by our company. Because it is missing I now have to revert back to 19.9 and redo 3 weeks work.......Not happy.
"Detailed Job Report"
Barry_C, Steven_M or anyone else at MYOB.
There has been no response or update from MYOB in regards to this request since June 2016 that I can see.
Could we PLEASE, PLEASE, PLEASE get this fixed. The "work around" Job Activity [Detail] report is really not cutting it for larger jobs since it is broken up into general ledger account groups. If the allocation memo can't be added back to the Job Transactions report as a selectable field, perhaps the Job Activity [Detail] Report could be modified to include an option to "combine all ledger accounts" or something... Exporting to excel and deleting unnecessary lines is also time-consuming and annoying.
The data is all there. Surely this is simply a "tick" to include this information or link to that table? If not, could you please explain the reasoning behind this option being left out in the so-called "upgrade" to cloud-based AccountRight, if it was in fact a conscious decision by the developers?
I know we are far from being your biggest or most important client, but I would really appreciate it if the current software bugs and features could be fixed before you invest time and money developing new features. Except emailing receipts - please feel free to implement that as soon as humanly possible.
Another end of financial year is approaching. After being a MYOB user for over 20 years, I'm not in a hurry to change but with Xero recently introducing job/project tracking, maybe it's time to revisit our pros and cons list comparing Xero and MYOB.
MYOB used to include the allocation memo on the Job Transactions Accrual report that was quite handy to see the manuall entered descriptions on the income and cost of sales coded to each job.
This is handy when you want to know why costs were higher then usual or why a discount was given.
Not sure why it was brought forward on other job reports and not this one as this one shows the net position on each job.
Need it back please!
We have just updated to the new online version and now discovered that a report that we use on a daily basis is no longer available to us and there is no viable work around for it!! Not Happy!!
Can MYOB please add back in the "Allocation Memo" field to the Job Transactions Report ASAP!!
This report allows us to obtain a detailed list of materials purchased for a job by providing the "Description/Allocation Memo" field from the entered purchase. We would usually then extract and then sort the data by our entries made in the "Comments" field of each purchase.
I have found that the Job Activity Detail Report seems to bring up the "Description" field from the Purchases Register but then has no option to add the "Comments" field.
The failure of MYOB to include this in the new online version will add significant time and cost to our business operations.
4 years since the original request was submitted. Obviously not a high priority with only 22 votes but pretty annoying for those 22 users and countless others who don't bother to access the forum or don't know it exists.
It would be really handy if the "allocation memo" could be added as an available column in the Job Transaction (Accrual) Report.
The reason being, the Job Transaction (Accrual) report is one of the few reports that has
| Beginning Balance : | -$381,183.19 |
| Net Activity : | $13,316.66 |
| Ending Balance : | -$367,866.53 |
at the end of the report. It is really handy for clients to be able to see this format. But unfortunately the allocation memo is an option as an additional column. The allocation memo column adds additional details that are not included in the Memo line, that relate specifically to the individual lines of the transaction.
cheers
Bernadette
Yes, the Allocation Memo field should be avaliable for all transaction line item reports I think!
Hi HeatherDBS and Meegies
I totally agree with you that it’s definitely not an ‘enhancement’ or ‘new idea’ considering it was there in the previous version. It is very frustrating to say the least. It's perplexing that they have the ‘Allocation Memo’ field option for the Job Activity Report but not the Job Transaction Report. And even then it is not showing for certain transactions, in particularly the PJ and SJ source types.
We are looking at getting a totally new, more robust system for our growing business, but given the issues I have experienced with this version upgrade, I would be reluctant to go with MYOB.
Please get your act together MYOB, and include the ‘allocation memo’ field to the Job Transaction Report as many of us have requested!!!
Cheers
Frank
We haven't found one either.
Not ideal.
One further question (or suggestion) -
In the Job Activity Detail report could we have a balance, or
in the Job Transactions Accrual report could we have the Allocation Memo.
As it is we will still have to run 2 reports.
Many thanks for all your help!
I agree as builders we need the Allocation Memo in the Job Transactions (Acurral) report. This helps with detail descriptions of what we was purchased on the job. Was in the previous release and cant' see why it's not in AccountRight Live 2015.1
I vote for including an overall balance please
The sooner this is implemented the better.
I hope this can be addressed ASAP.
Hi LC,
Thanks for your feedback. You are right the allocation memo appears to have been removed from the Jobs transaction report in AccountRight 2013. I will make sure this is raised with our Developers to be fixed in a later update.
