GL Accounts by Job OR Jobs by GL Account


S

Sharon

I am relatively new to SBA, so forgive me if this question has been asked.
I've searched the reports, as well as the postings here and I can't find a
way to create P&L's & BS's by job. Alternatively, I don't see a way to
create Job reports that include the account name/no. Am I missing something?

Thanks for any help, Sharon
 
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L

Lance [MSFT]

The closest report to a profit and loss by job would be the profitability by
job detail report which shows the income and expenses for each job. It's
sorted by job rather than by account though.

If you'd rather have the report sorted by account instead of by job, export
this report to excel, add columns for job and customer, move the job and
customer names to this column instead of in header rows, remove the total
lines and then sort by account.


This posting is provided "AS IS" with no warranties, and confers no rights.
 
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S

Sharon

Hi Lance,

Thanks for the response, but that report does not show GL Accounts & I can't
see a way to add them. I'm an fairly adept at Excel, so I have no problem
pulling a report (or two) over and manipulating data, but the data just isn't
there in any of the canned reports that I can find. Likewise, I can't see a
way to add jobs as a filter or column to the P&L (or the B/S).

It just seems like such an obvious report requirement that I must be missing
something. There has to be a report that includes both the GL account & the
Job No. / Name?

Alternatively, is there a way to add filters or columns to a report, past
those listed in "Modify Report"? (Truly create custom reports)

Best regards, Sharon
 

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