In V19 we were able to print Job Profit and Loss reports with Job Budgets.
We can't do this in Accounting Right Plus AU V 2014.4
It is extremely frustrating.
Can this be included in the modifications to this program.
- ItFiguresNT10 years agoPartner
In V19 we were able to print Job Profit and Loss reports with Job Budgets. This report enabled Not for Profit clients to review their spending against job budget for cash flow and also acquittal.
The Job Budget Analysis report shows the entire history of the job, not a particular year or timeframe.
This is not helpful when Not for Profits receive annual funding and need to acquit every year separately.
Can you please re-enable the budget column in the Job Profit and Loss report, and include in the modifications to this program.
Currently, we are recommending all of our Not for Profit clients do not upgrade from Version 19 to 2015 for this reason.
Thanks
- KForum10 years agoContributing Cover User
We have the same problem. We wanted to generate Jobs P&L with Budget but with MYOB Version 2015.1 did not have that option in the filters.
- Dee-Workman10 years agoUltimate Partner
Hi AFSA
Is your job P & L not the same as Jobs (Budget Analysis)? This report gives you the job budget and actual figures with the net profit and loss.
- NZIFSA-Tracy10 years agoCover User
I had this same problem and found out that you have to put the job progress at 100% to show the comparison when running the reports. It still does not give you lines that have no actual figures on them against the budget - very fustrating
- Liam_M10 years agoFormer StaffStatus removed:New
Thanks for the suggestion AFSA. Anyone who would like to set the budget field added back to the job profit and loss as an option, please vote for this idea.
In the meantime, a workaround would be to run the job budget analysis report, or the job budget history report.
- Mutooroo10 years agoCover User
Desperate to get the budget field added back to the job profit & loss report. :(
- Suja_P10 years agoFormer Staff
Hi Mutooroo,
A very warm welcome to the MYOB Community Forum. I hope you find this to be a useful tool.
Thank you for your comments on the topic. I understand having the budget field in the Jobs Profit & Loss report is important for your business. To show your support for the idea would you also please take a moment to vote on the Idea by clicking on the +vote button on the top left hand side.
- Kym__Yeoward10 years agoUltimate Partner
Job and Department actual to budget reporting in AccountRight:
AccountRight supports accounting for departments through creating a job code for each department, including a job code in each transaction and running job profit and loss reports to show departmental income and expenditure.
However it does not provide department (job) actual to budget comparison reports (with variances), for a chosen period - say, the September quarter or January to June.
It only provides actual to budget comparisons, where the user sets the budget completion percentage-to-date in the job code set-up screen.
This approach works for companies undertaking projects – for example building 10 houses, with the jobs (departments) set as House #1, House #2, House #3 etc.
However it’s impractical for organisations wanting to run actual-to-budget reports (with variances), for a chosen date range – and/or a range of departments.
Fortunately there is a companion product designed to work with AccountRight for this purpose – particularly for non-profit organisations
- Calxa Premier from www.calxa.com.au in Townsville
Calxa provides departmental budgeting and reporting, plus consolidated reports, income and expense forecasts and cashflow projections, whilst being easy to learn and use.
There's also Smart Reports, from www.smartreports.com.au in Brisbane.
Non-profits can get Calxa for only $120 per year, after registering with www.ConnectingUp.com.au
This is a 90% discount on Calxa’s retail subscription price of $1,495 per year.
- belindansaa10 years agoPartner
Please update 2015.1 to match Premier 19.10 on reports, jobs, profit and loss, report fields and advanced filters. I need t be able to run an P&L v budget for financial years, paticularly for grant reportting and tracking.
- Kym__Yeoward10 years agoUltimate Partner
Jobs Profit and Loss Statement: "Budgeted" column needs to be added.
Note: The Calxa Premier add-on is very good for this
- AnnetteB10 years agoCover User
We need the job budget field to be added to the job P & L report
We are having to use Excel to create this report - a time consuming option
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