Jobs: Monthly budget entry
Hi MYOB Development Team, For future builds can you add Monthly Budgets for Jobs please. I love MYOB software however one frustrating point I find with MYOB, is that you cannot set monthly Job budgets. When running an organisation with multiple departments and Department Managers an Executive Officer needs to be able to see how each department is doing in comparisson to their budgets. MYOB will allow an annual budget to be set for Jobs which is great however, by setting budgets monthly you will be able to better meet your annual goals because you will better track your monthly figures. In doing so, you can make adjustments each following month to ensure you hit your annual goals. It would also be very handy, to be able to break this down to Actuals v Budgets on several scales, EG Weekly, Monthly, Bi Monthly, Quarterly, Bi Anually etc.... Thank you Ray Austin "Addition of Monthly Budgets for Jobs"19KViews52likes29CommentsReport: Job [Budget Analysis] - Budget value when no transactions are recorded for account
Can the developers of MYOB please upgrade the 2013 version of MYOB to enable the jobbudget analysis report to show a zero in the budget analysis line and an amount coded against it in the actual line,as version 19 use to do- PLEASE!!!! (and still vice versa) We run a building company and utilise the Budget Analysis Report consistently to show clients where their jobs are at.For a Cost Plus Contract our clients are given a budget estimate prior to work commencing. They will often add or change the scope of work as we go. It is 100% relevant to have a budget of zero and then have an amount against a code - for example the client decides to get us to do their paving, which was not part of the initial scope of works. The job budget analysis should show zero in the budget and then an amount for paving supply and paving labour. We actually use this report to prepare our invoice for clients who are on a Cost Plus Contract. We get the total cost of sales, add our margin - eg 25%, subtract any previous payments, and then add GST. We can look through the budget analysis report and check everything has been included. The client receivesa copy of the Job Budget Anaylsis Report with their Tax Invoice. This is quicker and looks far neater than using reimbursable items with a %. When I phoned MYOB technical support they suggested to use the Job Profit & Loss Report.However this report is severely limited in this instance as it will only display information for a particular financial year. If a job runs for example from Mar to September, then it will not show the entire job. This would also be another request for the developers to improve. "Job Budget Analysis Report Limitation 2013 v Version 19"5.4KViews12likes4Comments