Dashboard needs to include all activity not just for accounts budgeted

Account dashboard only pulls accounts for which there is a budget. But it is not unusual to add accounts or use existing accounts without budgets within the year which should be included in actuals when using the dashboards.

  • Dawn Hooper
  • Nov 3 2021
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  • Heather Barnett commented
    16 Dec, 2021 08:14pm

    **Ditto not ditoo


  • Heather Barnett commented
    16 Dec, 2021 08:14pm

    Ditoo


  • Heather Barnett commented
    16 Dec, 2021 08:11pm

    Yes, this is a big problem and should be set up correctly. All accounting budget to actual reports should include ALL actuals not just those budgeted. To work around this, we have to add a zero budget each time we add a new account and we have to run a query to determine which actuals for that account were not budgeted.