Hi Debbie,
I wanted to update my earlier post to let you know we have just released a new Job Report (Job Actual v Budget (inc Orders)) that will help you to monitor all of your jobs and in particular any Outstanding Purchase and Sales Orders that may not yet have been billed.
This one report includes:
- Actuals (Income, COS, Expenses, Profit, Margin)
- Budget (Total Job Budget)
- Variance (Actual v Budget)
- Less: Purchase Orders - Still on Order and yet to come in
- Plus: Sales Orders - Income yet to be Invoiced
- Estimated Job Profit - $
- Estimated Job GP - %
You can filter for one job, All Active Jobs, by Job Manager, by Start or Finish date, by Customer or by Job header etc.
The layout is as follows and you can hide columns if say you do not use MYOB Job budgets.
A guide to using this report is on our Help Centre - Click here to read.
Our clients are also using this one report to calculate the Job WIP each month end.
All details and you can Sign up for a 14 day free trial on our website at www.BIforMYOB.com.
Jennifer Kelly CA
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