Help for when your project reports don't marry up.
This page is about discrepancies in project reporting between different sources of information, including:
- The Projects form
- Reports such asProject Balance and PP Aged Client Project WIP
- Generic inquiries
If you're seeing a project reporting discrepancy, there are a few things you can check.
Recalculate your project balance
Try recalculating your project balance to make sure that it's refreshed with all the latest data.
Check your report dates
The balance on the Project form is based on the calendar date. It doesn't take future-dated transactions into account.
If your reports or generic inquiries cover the entire calendar month, they will include future-dated transactions and potentially cause a discrepancy.
More help
To learn more about projects, including the project summary screen and viewing WIP, take a look at our WIP Management course on MYOB Academy.