Budgets at Job Level

  • 1
  • Idea
  • Updated 5 years ago
  • Under Consideration

Is it possible in Reckon Accounts Hosted to record Budgets at a Customer:Job Level?

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Posted 6 years ago

  • 1
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Mirko, Alum

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Hey Susan, it is not possible to run a budget on the a job level. I will pass this onto our development team for consideration in a future release of Reckon Accounts. Thanks, Mirko.
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Any suggested workarounds?
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When you select Company Planning & Budgeting  Setup Budgets

Select Profit and Loss then you can select a Customer:Job  or a Class to put the budget figures against.

there is no facility in Reckon-Premier/Enterprise to be able to do BUDGETS using Job no OR LEVEL.We have been thinking on this area, for some time , this wish list for Reckon , will be there for long time . even its not available by Intuits Quickbooks even though they their versions are far much advanced then AUS version. We have been contemplating to create a additional add on tool if there is good demand for it.
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ARC BookKeeping, Accredited Partner

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Hi Susan,
Would this work for you?

Then just choose customer: job and click save....

Angie Carlyle
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Denis Bourke

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This discussion seemed to peter out around a year ago. I am still interested in using a Customer: Job budget for the purposes tracking agreed category expenditures against the actuals as they arise. In other words, if I had agreed $5000 for land clearance but it actually cost $5200, I would have to split the bill between the customer and some sort of general pool.

reckon Hosted NZ appears to allow a Job budget to be drawn up, as in the screen shots above, but I cannot generate a report for this. Why is this?

From responses in this discussion, it seems the feature is there in ghost form, but does not actually work. Is this correct?? 

This is PL level Budget. For Builders , construction , and contractors , they keep track by items , as issued by QS, items are like prelinimary exp, developement cost , gyprock cost, excavation cost , etc these are kept and tracked by items and raised by using estimates vs PO,Budgets need to  done to see each levels of cost , how its going against actuals. These is not available in Reckon.or in Quickbooks. This is what most probably Mirko meant, i have been involved with builders and contractors for last 20 years or so.These issues has been raised to me many times.Excel,MS Access ,QODBC, SDKs CAN BE used to track from items for each job level budget.

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