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Report: Purchase Register Detail [All Purchases] - Ability to filter by Job or Account

ACF
Experienced Cover User
Experienced Cover User

21Posts

3Kudos

0Solutions

21 Posts
Experienced Cover User
New
New

Hi MYOB Team,

 

 

Nowadays, there are many requirements to provide regular reporting to project managers or the like to enable them reviewing and following up with suppliers for missing bills. This is especially important when reviewing regular financial reporting for budgeting and forecasting purposes, and to close the gap between what project managers think has happened, and what data/paperwork has the account team received for processing.

 

A report that enable details that include purchase register detail with date closed (payment date), job and filter options to select or exclude certain account code will proof to be very useful. This will enable project reporting that exclude payroll data for confidentiality issue.

 

Thanks.

 

"Purchase Register Detail report filterable by job and account, and able to show transaction status"

1 Comment
Jennifer_Kelly
Super Partner
492 Posts
Super Partner

Hi @ACF

 

I agree, we are hearing this same request from our clients who run Projects/Jobs in MYOB that they want to be able to share Job Reports with Project Managers and let them take ownership of:

- Job Budget and variances

- Job Actuals and managing outstanding PO's

- Overall Job Profitability 

 

As one of the MYOB Add on Solutions  we have developed some very flexible Jobs reporting that should help you.  For example you can set up Job Reports to:

  • Filter by Job, Job Manager, Job header, GL account etc
  • Run at a summary level with drill down to transactions to help investigate issues
  • Report on Acual v Budget and variances and also inculde any PO's and Sales Orders in the Order status to calculate an Estimated Job Profit. This report can help with WIP and month end accrual calculations and provide an early warning if a Job is likely to overrun.
  • Export reports to Excel
  • Save Reports to auto email directly to Project managers daily, weekly or monthly.
  • Click here to see more on using this report 

I have also included an example screen shot below run at Summary Level.

You can do a 14 day free Trial to see how it will work on your data - www.BI4Cloud.com

 

I hope this helps

 

Jennifer Kelly CA

BI4Cloud

02 8011 1511

 

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