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
Best answer by Laura03
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.
+19Hello,
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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