Revenue Budget to specific Clients

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Patti Bennett

• December 11, 2017 20:58

• How can I enter a revenue budget that is specific to each client so when running reports I can run budget vs actual for each individual client.

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  Tony

  • December 11, 2017 21:51

  Patti,

  As standard functionality we support budgeting at the GL Account and Accounting variable level. This can be done fairly easily by creating a custom object with lookups to the Account, GL Account and Accounting period as well as any other dimension you would like to budget for. You would then create a joined report type combining transactions with your custom object to report on this. 

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  Patti Bennett

  • December 11, 2017 22:02

  Thanks Tony!  I will try that.  

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