I am in the building and construction industry and need to see how jobs are going on a daily basis. The current version of MYOB does not allow a overall profit and loss of a job - only a year by year report. In this industry a job can carry over through various financial years. I urgently need the ability to look at my bottom line figure on a job. At this stage i have to print out 2 reports and them add them together with a calculator. Not something I wish to be doing
Thank you for your feedback in regards to this idea.
In regards to the sending the current job profit and loss report to excel. If you would like to include account numbers, display the report in AccountRight and select the Insert/Modify tab in the report window then Show Hide columns in the Report Columns section to add in the column. Once that column has been added it will display the account numbers at on the report.
To export that report to Excel, select the blue button drop down menu in the top left (next to the Filters button) and then select Export>>Excel. On occasion I have seen changes made to that report not flow through to the Excel copy. The way around this for those clients have been to add in the required changes i.e. adding in the account number and then selecting another tab i.e. the Print Preview tab. Once you have done that select to send the report to Excel.
For more information into customising a report and sending it to Excel please see Help Article: Reports
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