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Budget by transaction code
I would like to be able to budget by my different sites, which are set up under Transaction code 2. We can budget by Project and Grant (which is a transaction code). Why can't we do it by more of the transaction codes?0 No Status
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Ability to print or export a single Budget Adjustment
When a budget is finalized and you make adjustments you can click on the different adjustments on the side panel that pops up. It then opens a larger screen that shows what the original budget was and then subtracts or adds the adjustment from it ...0 No Status
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Budget import - allow accounts, projects AND notes on one import template
Please add the ability to import budgets with accounts, projects AND notes. We budget by account and project. We include detailed notes on each account entry so the managers can remind themselves what was budgeted, and aid in projecting future spe...7 Reviewed: Need Further Info
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Automatic Notice When Going Over Budget
If budgets are set, it would be great to get a notification if someone is going over budget. Example: when the AP person enters and invoice, we would get a notification that that item will cause the budget to be over0 No Status
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Fiscal year to date actual vs budget in NXT
Ability to view in accounts the fiscal year to date actual vs the budget to compare variances and remaining budget0 Needs review
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Allow Beginning Balances to be added to Projects
It would allow us to know how much money is available in the project as time goes along.0 Needs review
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Show unposted transactions on the Account summary page.
Ideally, there would be a filter (with a memory of user preference) for transaction status. So you could see all transactions entered or just posted ones. This would make things much more transparent for budget managers. I can see why this probabl...0 Needs review
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budget report -Account level
Would it be possible we run the budget report from the account level? not grant or project level.0 No Status
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Add Total Revenue & Expense Columns to the Budget Summary Screen
If we could add a total Revenue & Expense Columns on the Budget summary screen that would make it easier to tell when staff have been working on their budgets and where they are at without having to open each budget up. -
Budget to Actual reports
The budget to actual report ONLY shows actuals if there is a budget for it. This is completely against common accounting practices. To be able to view all actuals, we are required to run a query to determine what accounts have actuals with no budg...0 No Status