Setup: Ability to use Jobs

Hi DanielandAshley

Thank you for your idea in regards to Essentials and description fields on sales invoices.

Would the ability to move the notes field on the invoice be what you are after or would you perfer another box, separate to the Notes field, that the user can enter data into on the invoice that can be printed above the invoice table data?

Personally I would prefer another whole box, as a job description box is specific to that job / quote. But you may still need to use the notes box for more generic or general notes relating to your business ie/ we are moving address changing our phone number etc etc. My husband is a builder so currently we have nowhere (other than the notes box) to actually cover ourselves by specifically saying what the job is. 

Thanks

Ash

Hi DanielandAshley

Thank you for clarifying that information.

I would encourage other users that would like to see a separate field, unrelated to the Notes field, to be added to vote and comment if required for this idea.

I am also waiting on an answer to this very question. The problem with add-on apps is the fact that they offer more than just ie. job costing. So you basically purchasing things you don’t need at an unnecessary cost when all you really want is job costing not the whole invoicing system which works perfectly fine in MYOB Essentials. Either way, job costing exist in account right so it really shouldn’t be rocket science to add this function to Essentials as the hard work has already been done by the developers. Job costing is a necessary function and should have been part of the Essentials launch. Little disappointing 😡

Unless this is available, Essentials is useless to me. What is the problem? It's been in the offline versions forever! How hard can it be? Please prioritisie this!

I have also been a long time user of Account Right and agree that having Job accounting is essential in Essentials.   

I am the treasurer of a not-for-profit member based tourism organisation and for 7 years ran the accounts from spreadsheets, including job, or project, accounting.  I moved to Essentials 18 months ago and have been grappeling with trying to account for the various separate projects that we undertake.  Doing this by adding accounts to the GL is messy and complicates matters no end.  

Essentials is otherwise fine for us, we have only 1 employee, and we don't need do any inventory accounting.  But it is this lack of Job Accounting that is starting to make me look elsewhere.

There must be many small businesses, tradies and the like, that need to keep tabs on income and costs for each of the jobs they do.

Job accounting should be part of any small business accounting software.

It is in Account Right, it can't be hard to put it into Essentials. 

Job tracking in Essentials will be a huge benefit to all my essentials clients. Prodominetly the tradies where they will benefit hugely from tracking each job's profit & loss = better business decisions :)

A major part of billing our consulting clients is re-billing re-imburable expenses by job.  The allocation could work in a similar way to the allocation screen on bank transactions (column next to accoutn allocation) where the expense can be flagged to be allocated to a job which could be optionally rebilled later.  Expenses rebilled, should be noted as such.  The option to upload a copy of the expense reciept (.jpg or PDF) that could be delivered with the invoice of reimburable expenses would save having to use a seperate system. Currently freshbooks is used for this, but GST is not handling very elegantly.

Thanks for your suggestion rhave  I'm not quite sure what you mean. Are you asking for a job tracking feature in the form of a job column on the data entry screen for invoices and quotes? Or are you asking to have the existing description column for invoices and quotes appear on the invoice and quote list screesn.

If you are asking for the existing description column to appear on the list screens, please be aware that an invoice can have any number of lines, and each line can have a description. A single invoice may have dozens of description lines. Each invoice appears on a single line on the list screens, so this would make it difficult or impossible to have the description appear on the lists screen. Each invoice only has one notes field (as opposed to potentially dozens of descriptions). Would the notes field appearing on the invoice list be what you are after?

I am asking for a job tracking feature in the form of a column where all the invoices & quotes appear. Eg have 3 quotes all for Mr Jones, Quotes all appear as Mr Jones but the job is more specifically for Mrs Brown, Bob,  Wendy. A column that differentiates between these would be helpful for both quotes & invoices.

Thank you for that clarification  rhave  Where do you want this information to come from. From an existing field in the invoice, or a new field on the data entry screen for the invoice?

Job tracking would definitely be an improvement in Live Accounts.