You are viewing an old version of this page. View the current version.
Compare with Current View Page History
« Previous Version 2 Next »
https://help.myob.com/wiki/x/XR0kAw
How satisfied are you with our online help?*
Just these help pages, not phone support or the product itself
Why did you give this rating?
Anything else you want to tell us about the help?
MYOB's jobs reports are listed in the Jobs reports section of the Reports page. The reports and their functions are listed below.
- Job profit and loss—displays a P&L report totalling the transactions assigned to selected jobs
- Job activity—displays every transaction assigned to a job within the given date range for each selected account
- Job transactions (accrual)—displays all transactions that have been linked to a job.
- Job exceptions (cash transactions)—displays a list of all spend money, receive money, inventory and general journal transactions lines that have not been assigned to a job.
- Job exceptions (invoice transactions)—displays a list of all sales and purchase transactions that have not been assigned to a job.
All of these reports are available in the Jobs reports section of the Reports page (Go to Reports > Standard tab > Jobs reports).
To run the Job profit and loss report
- Go to the Reports menu and choose Standard.
- Click to open the Unpaid invoices report. The Unpaid Invoices report appears, where you can customise and produce the report.
- Choose:
- the Period you want the report to cover (you can also change the As at date to narrow the report period)
- the Ageing method to display invoice ageing based on either the date the invoice was issued or the days invoices are overdue (based on invoice terms)
- a Customer from the list, or leave it as All to include all customers.
If you want to customise the report further, click Report options or Customise for filtering and sorting options. For general information about customising reports, see Customising reports.
Exporting
You can export the report as an Excel spreadsheet or PDF by clicking Export. For PDFs, you can also choose which style template you want to use.
Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report.
To run the Job activity report
- Go to the Reports menu and choose Standard.
- Click to open the Customer sales report. The Customer sales report appears, where you can customise and produce the report.
- Choose:
- the Period you want the report to cover (you can also change the From and to date range to narrow the report period)
- the Sale status, such as whether to show only open invoices
- a Customer from the list, or leave it as All to include all customers
- any Employees to show salespersons associated with sales.
- If you want to customise the report further, click Report options or Customise for filtering and sorting options. For general information about customising reports, see Customising reports.
Exporting
You can export the report as an Excel spreadsheet or PDF by clicking Export. For PDFs, you can also choose which style template you want to use.
Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report.
To run the Job transactions (accrual) report
- Go to the Reports menu and choose Standard.
- Click to open the Customer sales (detail) report. The Customer sales report page appears, where you can customise and produce the report.
- Choose:
- the Period you want the report to cover (you can also change the From and to date range to narrow the report period)
- the Sale status, such as whether to show only open invoices
- a Customer from the list, or leave it as All to include all customers
- any Employees to show salespersons associated with sales.
- If you want to customise the report further, click Report options or Customise for filtering and sorting options. For general information about customising reports, see Customising reports.
Exporting
You can export the report as an Excel spreadsheet or PDF by clicking Export. For PDFs, you can also choose which style template you want to use.
Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report.
To run the Job exceptions (cash transactions) report
- Go to the Reports menu and choose Standard.
- Click to open the Deposit transactions (orders) report. The Deposit transactions (orders) report appears, where you can customise and produce the report.
- Choose the Period you want the report to cover (you can also change the From and to date range to narrow the report period).
- If you want to customise the report further, click Report options or Customise for filtering and sorting options. For general information about customising reports, see Customising reports.
Exporting
You can export the report as an Excel spreadsheet or PDF by clicking Export. For PDFs, you can also choose which style template you want to use.
Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report.
To run the Job exceptions (invoice transactions) report
- Go to the Reports menu and choose Standard.
- Click to open the Items sales report. The Item sales report appears, where you can customise and produce the report.
- Choose the Period you want the report to cover (you can also change the From and to date range to narrow the report period).
- Choose other filtering options, such as:
- the Sale status, such as whether to show only open invoices
- any Employees to show salespersons associated with sales
- details of Transactions, such as transaction numbers or amounts
- a customer from the Customers list, or leave it as All to include all customers
- any or all of your Items.
If you want to customise the report further, click Report options or Customise for more filtering and sorting options. For general information about customising reports, see Customising reports.
Exporting
You can export the report as an Excel spreadsheet or PDF by clicking Export. For PDFs, you can also choose which style template you want to use.
Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report.
Yes
No
Thanks for your feedback.