Project Financials - Include a Supplier option
In the older Project Report function it was possible to select the Supplier Name. This option is now not available in the newer Project Financials report. This is useful as it allows supplier engagement for a specific project to be monitored and avoids the need to perform other more long-winded searches.
Graham Bonwick
shared this idea
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Shona Bostock
commented
Yes! I am quite surprised not to be able to split the expenses by expense type in a report? This is crucial for us in the construction industry to split materials from labour and other expenses.
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Clare Smith
commented
Within the project costing reports they need to show at least the Supplier/Contractor name and the date would be useful. A report containing just a description and cost is not useful, when it doesn't even show a company name it relates to.
This would then allow to extract into Excel and sort as we need to know the project spend by supplier/contractor per job.
Also there needs to be the option to analyse these reports out further by expense type or nominal code, to see the actual spend broken into categories/type per job. All these facilities were a standard feature within Sage and any previous project costing package I have used.
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Tracy Burnett
commented
This is a function that is very much needed so the project manager can see the costing against the supplier not just a total costing against the project
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Zoe Hellmuth
commented
It would be useful to see the supplier names on the project reports to allow cost referencing to cards