To give you a quick rundown, our business runs different programs in several different counties. With that being said, we categorize expenses for each county with jobs (established this calendar year so it is new). This has been working great, but the problem is that we are closing the quarter and need to produce financial reports with jobs and there does not seem to be an option to do so.
For example, if one of our counties is Alameda County, how can I produce a P&L statement for just Alameda County Job without producing everything else? We tried using job reports (Job Ledger) and sorted this by General Ledgers, but by doing so, I cannot create a report that only gives me Alameda County, it gives me all the counties.
Also, how can I create sub jobs for the counties? Let's say Alameda County is one of our Treatment programs and we need a P&L for all Treatment program counties. I have been able to produce job reports but it individualizes each county as opposed to giving me one total for all Treatment programs.
In the past, we had created expense accounts for every single county, so if we had office supplies, we'd have 10 different office supply accounts for each county which was not sufficient. Can you please advise on how we are able to generate financial reports by job? I have done extensive research and have played around with many different reports and cannot figure it out.
Thank you,
