MYOBCommunity
Partner Zone
|
|
Partner Zone
AccountRight

Report: Job Profit and Loss - Header accounts to be included

NelsonL
Partner

1Posts

12Kudos

0Solutions

1 Post
Partner
Australia
New
New

In the Job and Category Profit and Loss Statements, for some reason they do not have Level Reporting. The standard P&L does have various levels of reporting, but not the ones that for Jobs or Categories, not sure why or is there a way to do this?

 

Capture.PNG

 

 "Level Reporting on Job & Category P&L"

New
8 Comments
Contributing Cover User Ski30
11 Posts
Contributing Cover User

When running the Job Profit & Loss Statement in myob, can you PLEASE , PLEASE , PLEASE include the Option of running it by JOB HEADER, not just Job Detail.  We currently have to Customise Reports and then remember to add any new detailed Jobs to it, otherwise they don't balance to the Consolidated report. Very frustrasting and time consuming and also prone to error. The information is there is myob but cannot be utilised effectively.

All other information that currently shows up in myob under the Job Header is Life to Date, Not Year to Date, and cannot be used to drill down into the individual transactions. The sooner this happens the better.

Contributing Cover User Ski30
11 Posts
Contributing Cover User

Need to be able to  run a Job Profit and Loss report by 'HEADER' job within MYOB? Can only run a P&L by 'DETAIL' Job. The information is all there, but frustratingly, the Header job's do not appear in the jobs list when running a Job Profit and Loss. Have to manually tick each detailed job and this extremely slow when there are many jobs, and more importantly, prone to errors in case jobs are incorrectly missed.

 

"Job Profit and Loss By Job Header"

Contributing Cover User JasmineLiu
10 Posts
Contributing Cover User

I'm having the exact problems and saw your post while I was creating a new post. What is the point of having "Header Job" when you can't filter by it. 

Also when I review job list, the system groups the detail jobs under each header job. This is good but not good enough. First I CAN'T "exclude inactive jobs"; second, I can't sort the job list by Header Job then by their NAME, it's defulted to Job number. You have the group function but it's either grouped by Job number or Job name, it doesn't really help when I want to group them by header jobs then sort each group by Job number or Job name. 

Valued Partner AccountingPower
157 Posts
Valued Partner

Hi

 

Contact me on the details below - I have a very easy solution that will do Job Header Profit and Loss Reports.

 

 

Matt Jones

AccountingPower

07 3102 8360

support@accountingpower.com.au

Valued Partner AccountingPower
157 Posts
Valued Partner

I just did a YouTube video for you that shows a report in Excel that auto updates with Job Numbers and dynamically changes when you add new Job Numbers to your MYOB data file.

 

You can see the video with this link

 

https://www.youtube.com/watch?v=8c6v5jHf7Oo

 

Matt Jones

AccountingPower

07 3102 8360

support@accountingpower.com.au

gettingtowork
1 Post
Cover User

I agree, trying to run detail job reports but also a sumarry to see all data - quite frustrating I can see this info only in the Jobs list with no way to adjust the $$ v date.

Contributing Cover User Ski30
11 Posts
Contributing Cover User

Another update without adding 'Job Headers' in filter lists when running Profit and Loss Reports!! Very disappointing.

All Filter Lists that include 'Job Numbers' should also include the option of filtering  by 'Job Headers'.

MYOB would be so much more powerful  for its users. You should then be able to drill down to transactional level as in Job Profit and Loss Statement.

Any other option, (eg Excel spreadsheets) is either laborious, open to error, and does not drill down to transactional level.  Customising financial reports by Job Header are also not a viable option as these need to be continuously updated with every new Job.

I am yet to find an add on that can address all these issues. The information required is already in myob!! We just need to be able to access it when running financial reports.

 

 

 

TerenceF
3 Posts
Cover User

It rather makes me wonder why HEADER jobs were created if you cannot report by them ...

 

All the Accounts/Jobs reports need to be updated to allow a filter by HEADER - except of course the Job List report, which contains all Jobs in the System