Difference between revisions of "Balance Sheet By Job"

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# From the Menu go to 30. Settings > Options > Set User Options > Accounts
# From the Menu go to 30. Settings > Options > Set User Options > Accounts
# Check "Enable Balance Sheet by Job"
# Check "Enable Balance Sheet by Job"
# Click Save
# Click Save then Close
# Click Close
# Run a Full Get Data
# Run a Full Get Data



Latest revision as of 18:02, 11 March 2018

Overview

MYOB, Xero, Quickbooks and Reckon allows you to generate a Profit and Loss by Job report and Balanace Sheet report at the company level but not a Balance Sheet by Job

BudgetLink allows you to generate a Balance Sheet by Job by splitting bank and linked payables and receivalbes in the same ratio as the allocation accounts in a transaction

How to enable Balance Sheet by Job

  1. From the Menu go to 30. Settings > Options > Set User Options > Accounts
  2. Check "Enable Balance Sheet by Job"
  3. Click Save then Close
  4. Run a Full Get Data

Run a Balance Sheet by Job Report

  1. From the Menu go to 17. Balance Sheet Reports
  2. Choose any balance sheet report
  3. Click Customise
  4. Choose a Job from the Jobs Filter