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Jobs start, projected and end dates

Denis Bourke

I understand these dates, but how can they be used in say a diary-type report to warn of impending completion dates, as an example.

Comments

Jason Hollis

Hi Denis,

If you are using one of our industry specific versions (in this case, Contractor) then there is as report under contractor reports called Job Status.

But fear not, you can easily create this report in any version of Reckon Accounts that has the job status fields by doing the following.

Open a customer list report (Reports > Lists > Customer Contact List)

Click on the modify report button within the report (top left)

Un-tick the phone number, and tick columns such as Job Status, Start Date, Projected End, End Date (whatever you need really)

Then change the 'Sort By' dropdown to a relevant field. For example, sorting by Projected End will show you what jobs you should be closing. Again, it depends on what information is most useful to you.

Kind regards,

Jason Hollis - Partner Relationship Manager

Denis Bourke

Thank you for this Jason. It works like a dream.
For the record, I am using the program in a not-for-profit organisation. We receive grants and donations from many sources, some of which are substantial and require accountability reporting. By setting up Jobs for the projects we need to report on, we can tag various transactions and show Donor A exactly where their money went. Every now and then we get embarrassed because we don't produce the report by due date. Instead of a separate diary (which can go off-radar) use of the Job dates fields will now be in our face with monthly management reporting.
Again, many thanks.
Denis