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J
JQ2
September 26, 2019
Question

Can you do a filter for Project to open purchase order and closed purchase order to have more accuracy for the project costing? Thank you.

  • September 26, 2019
  • 1 reply
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1 reply

A
Anonymous
September 26, 2019

Hi, JQ.

 

Filtering a project report to show Purchase Orders is unavailable. All expense transactions that have projects are stated on the costs side of the report. They are also categorized with their posting accounts and not with their transaction types.

 

Lastly, Purchase Orders are non-posting transactions and won’t show in your reports unless converted to a bill. Therefore, deleting them won’t really affect your project accuracy.

 

Post a question again if there’s anything else you need.

D
dangga00
September 27, 2019

Hi there. We are trying to find a way to deliver real time project costing using QBO.

We understand that a Purchase Order (PO) is non-posting, but we need a way to include those open POs in a job costing report.

Any suggestion how to do this?

Thank you.

R
RaymondJayO
September 27, 2019

Hello there, @dangga00, 

 

Yes, purchase orders are non-posting transactions. These are not reflected on your report totals. With this, there isn't currently a way to include those open POs in your job costing report.

 

I personally know how this feature is beneficial to your business. It helps improve your experience in using the program so I'll take note of this. I'd suggest browsing these Help Articles. These resources help you efficiently manage your account, income, expenses, and learn more about the software. 

 

If I can be of further assistance, I'm just a comment away. Take care always, @dangga00. 

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