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Rebecca2's avatar
4 years ago
Solved

How to add a liability to a job costing

Hi there, 

 

I have just run a job costing on one of our jobs and I notcied that our loan accounts that are for the job do not show up even though I have assigned the job number to it.  Is there any way to show this on the job costing, we are wanting a global view of our jobs so we need to be able to see everything in the one report.  Is there another report I could use that would do this for me? 

 

If someone could get back to me as soon as possible that would be great. 

 

Thank you 

  • Hi Neil, 

     

    I actually called your team and spoke to Nic who was really helpful. 

     

    We did find a solution which was on the job costing report you have to tick the box that says include Balance Sheet Accounts and this will bring up any liabilities put to that job number. 

     

    So all sorted but thank you for your reply 

     

    Have a great weekend

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  • Neil_M's avatar
    Neil_M
    Former Staff

    Hi Rebecca2 

     

    Within AccountRight, jobs are designed to track income and expense accounts to determine the profit or loss on a venture. Balance sheet accounts, like liability accounts aren’t tracked as part of the job reports.

     

    Unlike jobs, Categories can be used to track transactions against balance sheet accounts. That said Categories can only be assigned to a transaction as a whole, and not specific lines within a transaction

    • Rebecca2's avatar
      Rebecca2
      User

      Hi Neil, 

       

      I actually called your team and spoke to Nic who was really helpful. 

       

      We did find a solution which was on the job costing report you have to tick the box that says include Balance Sheet Accounts and this will bring up any liabilities put to that job number. 

       

      So all sorted but thank you for your reply 

       

      Have a great weekend