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Check a Budget BEFORE it is released?

  • 24 May 2022
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Hi

Is there anyway to check an uploaded budget BEFORE releasing against the Account/Subaccount combination. Basically run a P&L but on unreleased budget information.

I would prefer Velixo but any inbuilt report would be fine.

I have loaded some 15 unique branch budgets I want to check them before releasing on mass (as it will  save hours of error correction)

Ideas?

Cheers

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Best answer by Laura02 24 May 2022, 14:31

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Hello,

There is no way to include an unreleased budget in a P & L from Acumatica Financials.

You may like to make a test copy of your database and release the budgets in the test, view reports in test, then proceed accordingly.

Budgets can be easily zeroed out and re-imported. See this post from yesterday for instructions.

Good luck.

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