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Management Budget / Actual Reporting

  • February 28, 2025
  • 1 reply
  • 17 views

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Hi All,

 

I am looking to create an actual to budget expense report by sub account for my managers on a monthly basis once close is complete - I have started this, but not complete yet. Does anyone have any implemented solutions you could share with me where managers of departments are seeing their budget to actual reporting? A few things:

  • My managers do not have access to the finance module
  • A PDF generated report would be fine - further details can be directed to Finance
  • Anyone have a process that exports the file by sub monthly (with ease)
  • Any security setup for viewing within the system? Granting access to the Finance module is not what I want to do.

Any help and support is appreciated 

1 reply

nhatnghetinh
Captain II
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  • Captain II
  • 521 replies
  • February 28, 2025

Hi ​@JReppard 

Please learn about how to send reports automatically using Business Event without requiring User access to Acumatica.

Please refer to the Youtube links which may be helpful to you.

https://www.youtube.com/watch?v=NbF4IvOxV5U

 

https://www.youtube.com/watch?v=ueRTM-gNrys

 

Best Regards,

NNT


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