Budget reporting
The actual to budget reports only show the actual amounts/accounts if there is an associated budget. Would like to see all actuals even if there is not a corresponding budget.
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Tim Burriss commented
This is an issue that needs fixed. I have never heard of a situation where an income statement does not show all of the expenses for the desired criteria. I will add a zero to the accounts that are not being reported with live data.
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Merrell Bergin commented
Case number: 00127623 Statement of Activities Report (Budget View) fails to display accounts with no (entered) budget. It appears this is working as designed, yet is not viable. OK, the Activities Report shows an entry at the very bottom for "Unbudgeted Revenue and Expense". If you click on the link, the missing data appear. What was the business case this caused this incredibly awkward workaround? It;s not clear to users and if the link isn't opened, the report misstates the data. We've been told it was always designed this way. Why?
Here's the fix we had to resort to, to get the report to work properly:
I just hard-entered zeroes for all remaining months for all remaining "undefined" accounts in the budget. I ran the Statement of Activities again in the BUDGET view and the data appear as I would expect - all rows show with variances.
It is often hard to forecast specific income accounts, so deliberately planning on zeros is common. It would not be hard for the system to either 1) DEFAULT zeroes to all cells that are not hard entered or 2) have the user make a forced choice by clicking a checkbox that says "default all cells to zero". To have to hand enter zeros for all months to make a standard budget vs. actual report work and then not tell users that if they don't, they will get strange results, seems a bit off. QuickBooks allows you to copy cells in budgets....it should be simple to code this.
At least, please explain in Knowledge Base that if you leave a cell blank it does NOT mean zero, until there is time to fix this.