The ability to select which budget you're reporting against when running financial statements
We set a budget for the start of the financial year. I'm sure plenty of other companies then do a re-forecast. Some might do it after Q1, some may re-forecast every quarter for example. It would be incredibly helpful if we could select the budget ...
John Wilkins
about 2 years ago
in Budgets
0
Idea Accepted - Gauging Support
Budget Monitoring in New Year when Old Year is still open
The ability to run a budget v actuals report for the new year, when the old year is still open would be very helpful. I have not been given the go ahead to close old year by our accountants. This means I am unable to produce any meaningful budget ...
Guest
about 7 years ago
in Budgets
0
Idea Accepted - Gauging Support
I would like to maintain multiple versions of my nominal budgets
Throughout the course of the year my budgets are often revised. When I amend the budget I would like to keep a copy of the original budget and also see the new budget. I would also like this to be reflecting in report so I can see original
Guest
almost 9 years ago
in Budgets
0
Idea Accepted - Gauging Support
Quicker method of amending allocations on sales orders
At present, if stock is allocated on order entry and the allocated quantities subsequently need to be amended on a multi-line order, it is a long-winded task to work through each line to amend the allocations. It would be much easier to see and am...
Alan Becker
almost 10 years ago
in Amend Allocations
0
Idea Accepted - Gauging Support
It would be really useful to be able to view an audit trail of budgets for an individual nominal code/dept - to be able to see original budget, changes up / down since then with current budget showing as a result of these changes. Vital for the ed...
Guest
almost 5 years ago
in Budgets
0
Idea Accepted - Gauging Support
It would be very helpful to show Transaction Analysis Codes for those transactions that have them on reports - particularly the Budget Statement Breakdown by Combined Nominal Budget Report. We use these to tag projects or trips but it's difficult ...
Guest
almost 7 years ago
in Budgets
0
Idea Accepted - Gauging Support
Add new columns to budget v actual by nominal type
It would be beneficial to add a couple of columns onto that report so we can save manual input and time. Two suggested new columns would be forecast and forecast/budget variance. Therefore, when generating the reports we would have 5 columns in to...
Ash Prayagsing
over 1 year ago
in Budgets
0
Idea Accepted - Gauging Support
There is currently a Previous Year Budget report available (Detailed Budgets Previous Year) but it is only for the previous year and does not show current figures. Could a report be provided that shows: Budgets for this year, last year, MTD, YTD a...
Howard Taylor
over 3 years ago
in Budgets
0
Idea Accepted - Gauging Support
To be able to unallocate stock set with A Sale May Only Be From A Single Batch
When you raise an order with a traceable item set as A Sale May Only Be From A Single Batch you are unable to fully un-allocate the stock. To fully un-allocate the stock you have to delete the line from the order. Support have advised this is as d...
Gary Butler
about 4 years ago
in Amend Allocations
0
Idea Accepted - Gauging Support
Budget Statement Breakdown by Combined Nominal Budget - Budget Owners email addresses to be stored inside the Sage Company Dataset
to enhance the Budget Statement Breakdown by Combined Nominal Budget report, it would be useful to e-mail the report with pre-configured email addresses for the budget owner. When maintain the budget owner the budget owners e-mail address should b...
Saeed Malik
over 6 years ago
in Budgets
0
Idea Accepted - Gauging Support
