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
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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