Once a transaction has been marked as associated with job, how do you generate either a report or a register that shows all transactions in a given job?

Hi Hann,

Go to the Transactions list, tick the 'Advanced Filter' box at the top, then set the filter to Where: Job or Dept = XYZ.

Regards,

thanks - much appreciated.

it would be great if items from this list could easily added to invoices.

Hi Hanna,

The latest version of Solar Accounts allows you to add [Job] to the invoice template - this text is then replaced with the invoice's job name when the invoice is printed. You can upgrade Solar Accounts here:
http://www.solaraccounts.co.uk/download.php?flag=UPGRADE

Regards,

Is there a way to run a P&L report on specific job/departments ?

It's nice to have the transaction lists but an at-a-glance result would be best!

Hi Rodolphe,

I think you want the 'Profit and Loss - By Job or Dept' report. It will show a P&L report for each job.

Cheers,