Budget vs Actual - customization tab is not updating dates correctly
planned
L
Lori Aveni
I frequently prepare Budget vs. Actual reports for clients. I set up the basics and then click the Customization tab for additional settings. For my nonprofit clients in particular, I usually select the "Fiscal Year to Last Month" setting. If I choose this under Customization, it does not correctly update the dates on the actual report. It defaults to the entire year. I have to take another step to correct the dates. I've ended up sending incorrect totals to clients on more than one occasion before I figured out what was happening.
Subhanan Sahoo
Merged in a post:
COGS, Gross Profit, etc still show up on Budget vs Actual reports
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Lauren Gann
COGS, Gross Profit, etc still show up on Budget vs Actual reports. The client is a church with no need for these fields. There is no option to remove these.
Subhanan Sahoo
updated the status to
planned
The status was updated to
under review