How do you generate estimate vs. actual including open P.O.'s?
I have a contractor client that is looking to generate a Job Estimates vs. Actuals report, but she wants to include open Purchase Orders in the actuals column. I can't find a way to do this - I've tried filtering and manually selecting the Purchase Orders account, but no luck. I can't seem to find another report that will give me the information that I need, either.
The only thing I can think of is to use this report along with the Open Purchase Orders by Job report and manually calculate, but she was hoping to streamline the process and avoid a lot of manual work. Does anyone know of any add-ons that could be used?
I've tried dumping into both reports into Excel and setting up a macro, but there seems to be too many steps for this to be a viable method with multiple jobs.