I regularly work on jobs that span two financial years, and every February–April I run into the same issue: I can't get an accurate Job Profit & Loss report. For example, a client might pay a deposi...
Why not just report from AccountRight in the Browser. The Job based reports are far superior and allow reporting over any period you like.
Good tip Trevor_Harrison - I didn't think to look there at all! I used to check reports out in both products but then got lazy. It's a shame both versions don't have the same functionality across the board.
Hi CarolDuncan
The browser version offers a side by side job comparison report which I find very useful when reporting to clients.
Yes - I'd spotted that. I work in a not-for-profit so the side by side reporting is really helpful. I'm glad to be reminded of the good functionality :-)
Thanks Trevor. I’ll look into the online browser reporting. I don’t ever use it, because it seems only to work well for quoting and invoicing. Not the in between stage where most of my jobs sit, while we make the job after a deposit it paid.
