Budgeting Improvements
I see the new budgeting enhancement. It is a bare-bones functionality. It needs the following to really be helpful:
- Assign budgeted amounts to clients for sales that roll up to specific accounts
- Assign budgeted amounts to employees that roll up into payroll account budgets
- Checkbox to hide accounts that area not being used in budgeting, or for a specific budget.
- Alternately, allow for specific budget views, where user selects which accounts they want to use for the budget
- Functionality to send to Excel
- button to compress all sub accounts, then allow for uncompressing individual accounts
Pflipper
shared this idea
-
Matt Phillips
commented
Would like to have the ability to:
1. Create custom date range to view budget - For example, see Budget vs. Actual for a single month
2. Create a custom schedule for report to be sent out via email -
Anonymous
commented
I could also use the ability to select which accounts to use for the budget, specifically to include Owner's Drawings in there.