Report showing jobs associated to companies?

Question

Hi, 
 Within a datafolder we have numerous companies - all with jobs associated to them. Is there a report or easy way to show what company each job is associated to or show a list of jobs associated to a certain company within a datafolder? 
 
 Further to that, is there a clear report that shows all jobs with cost that agrees to the control account withing a company? It seems like a straghtforward and common report but I can't find anything suitable. 
 
 Thanks.

Denise Paulus · Answer

Hi Aaron, There is not a report provided with the software that shows the GL Company prefix that is associated with each job. This is because Job Cost provides so much flexibility as to from where the GL cost accounts (and associated prefixes) will be retrieved from in the JC GL Entry Settings Cost Account Retrieval Method. IF JC is set to "Retrieve prefix from Job" there would then be a Cost account prefix set on the Job records that can be added to the JC, Inquiry, Lists, Job List to show the Cost Account Prefix associated with each Job. However, this List cannot be sorted by the GL Cost Account prefix. A condition can be added to show only the Jobs associated with a specific prefix. You may need a custom report to include the information based on how you are set to retrieve GL accounts in Job Cost. There is a basic JC GL Reconciliation report that is sorted by the GL DEBIT ACCOUNT on each JC transaction. This report can be found in Job Cost, reports, Entries> GL Reconciliation. We provide a very basic report due to the level of customization that the software allows where a custom report built based on your setup may be needed to sort and display all of the information you ant to see on the report.

Sage Construction & Real Estate

Report showing jobs associated to companies?

Top Replies

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING