Since the standard Budget vs Actuals report gives the income accounts, we cannot customize this standard report for assets, liabilities and equity accounts since they lack balance forward in this standard report where the layout used is income statement layout. Therefore, we use balance sheet to customize this report. Goto Reports > financial > Balance… Continue reading Budget v/s Actual report for balance sheet accounts
Tag: Budget vs. Actual
Show the Amount and Budget Amount in the Subsidiary’s currency in the “Budget vs Actual currency” report.
Navigation to Budget vs Actual Currency Report Report>Banking/Budgeting>Budget Vs Actual Steps to show the Amount and Budget Amount in the Subsidiary’s currency in the “Budget vs Actual currency” report. First, check that Multiple budgets[ under Accounting Tab] and Multiple currencies [ under the Company tab ]are enabled in the account. Then create a Budget category… Continue reading Show the Amount and Budget Amount in the Subsidiary’s currency in the “Budget vs Actual currency” report.
Budget amount not shown in the budget vs actual report
After creating the budget this amount is not shown in the budget vs the actual report. Solution: To see the amount in the report change the preference of the account. In the analytics tab, change the reports by period from never to all reports or financials only and save the changes. Then run the budget… Continue reading Budget amount not shown in the budget vs actual report
Customize the “Budget vs. Actual” report to add the “Description” field
Customize Budget vs. Report to add an item line field.