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Job & Category Budget Management System$797 $597

No more using multiple linked Excel spreadsheets to manage monthly budgets for MYOB Jobs and Categories.  You can maintain monthly budgets for MYOB Jobs and Categories which is not currently possible in MYOB.

You can then compare against Actuals in MYOB to generate actual vs budget reports.  The system includes Budget / Variance reports for individual Jobs/Categories as well as Consolidated views.  You can also maintain budgets for Header Jobs.

Please select the Tabs for further details on the Job & Category Budget Management system.


Product Description

Maintain monthly budgets for MYOB Jobs and Categories which is not currently possible in MYOB.  You can maintain budgets for individual Jobs as well as Categories.  The system includes Budget / Variance reports for individual Jobs/Categories as well as Consolidated views.  You can also maintain budgets for Header Jobs.

Functions Included

  • Import Monthly budget data via Excel template for Jobs and Categories
  • Create / modify budget data via a spreadsheet type interface
  • Generate Actual vs Budget and Variance reports for selected Job(s) and Categories
  • Maintain budgets for previous year, current year and next year
  • Maintain budget figures at Header Job and Detailed Job level

Benefits

With the Smart Reports Job & Category Budget Analysis system, you no longer have to rely on maintaining linked spreadsheets with budget data and then regularly downloading actual data from MYOB to generate actual vs budget variance type reports. You can save significant time and effort that is otherwise spent in maintaining linked spreadsheet and regularly downloading data from MYOB and updating the spreadsheets.

Job Budget Data Entry

Job/Category Budget Template for Excel/strong>

Job/Category Budget Data Import from Excel Template

Job Budget vs Actual Report

Directors Report

JOBCAT

The Standard edition of Job budget system includes the following Excel reports. Click the report link to download and view.

Report 1. Job Budget to Actual Report

Report 2. Directors Report

Report 3. Job Purchase Variance Report

In addition to the above report, the system includes the following Excel templates. You can download the template, enter budget values for each month and upload the figures into the Job & Category Budget Management System

Template 1. Job Budget Configuration

Report Viewer: MYOB

For new customers, a report viewer is required as a one-off purchase for the first time only. The Report Viewers below are for Australia and New Zealand only. Please choose the appropriate country version.  If you use version of MYOB earlier than MYOB AccountRight v19, please Contact Us (and do not add the Report Viewer below to your cart).