ronatbas's avatar
ronatbas
Ultimate Partner
11 years ago
Status:
Done

Report: Job Profit & Loss Statement - Include $0.00 accounts

Having just spent what seemed like ages juggling excel to align three job P&L's  with the Total P&L I was frustrated with the (my?)  inability to call up zero balances. Has it vanished or was it just me? The P &L and the Balance Sheet that should have big hot buttons to show acc# and zero balances

 

"Zero balances on job profit and loss"

11 Comments

  • KellieBB's avatar
    KellieBB
    Experienced Cover User

    I would like to be able to produce P&L's by job to include zero balances.  The reason for this is because I need to use budget analysis with variances (same as the consolidated P&L).  The only way I can get P&L by job with budget analysis (including variances) is to export to excel & use VLOOKUP.  The problem is that I must have all of the P&L's for each job identical line by line, and currently this version of MYOB doesn't enable me to produce accounts with a zero balance.

    • Julie_B's avatar
      Julie_B
      Trusted User

      Hi KellieBB - which version of MYOB are you using?

    • KellieBB's avatar
      KellieBB
      Experienced Cover User

      I am using V19.7.  I have been using Calxa and the reports are great and it does report monthly budgets by job, but the problem is that MYOB only accepts annual figures for jobs and not monthly.  Therefore, Calxa is unable to recognise where some months have fluctuations.

  • Liam_M's avatar
    Liam_M
    Former Staff
    Status added:
    Open
    Hello Ron While the regular profit and loss report does have the ability to include $0.00 balances, the job profit and loss report doesn't and hasn't in previous versions. I can see how this would make it hard to compare the two reports. I think this is a great suggestion that would receive a large number of votes on its own, so I have moved this comment to its own thread so that we can gauge the popularity of this idea.
  • teasalon's avatar
    teasalon
    Contributing Cover User

    Every month, i go through the painful task of aligning P&L's extracted from myob to align with excel P&L.  To get zero account balances would be greatly appreciated.

     

  • S1's avatar
    S1
    Cover User

    Currently when you run the Job profit and loss it only shows you the accounts that the particular job has had expenses allocated to it, however when you are trying to compare against other jobs that have diffent expense allocations it is difficult to see easily what the differences are. What you be the easiest is like the Standard profit and loss where you can select include 0 account balances in the report customisation - if this was added to the Job report you would then be able to select this and then when you print the Jobs on separate pages clearly see what the jobs are or are not spending on and then report on the variances easily

     

    "Job Profit and Loss - including Zero balance Accounts (same as standard P&L)"

  • Hi - did the adding the ability to include $0.00 balances ever get looked at - as it would be fantastic.

  • Status changed:
    Open
    to
    Done

    Hi Everyone

    The Job profit & loss comparison report has the ability to include accounts with zero balances. This report can be run for an individual job or multiple jobs.

  • The above advice that this functionality is done is false. The Job Profit & Loss Statement in Account Right does not give the facility to include zero balances. AccountRight doesn't even have a Job P&L comparison report so I assume this relates to a different MYOB product.

     

    It's likely a waste of breath given the OP is 10 years old, but we also would like to extract the Job Profit & Loss statement into excel and be able to set up formulas to grab what data we need and do what we need it to do, which requires the facility to include zero balances (otherwise the cell references change every time). So +1 to adding this functionality, please.