Custom Budget Reports No Longer Work Correctly - USERS BEWARE!!!!

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JeaNae Remala

• October 05, 2018 14:53

Please note that with the new Echinaea release pushed out in September 218, Accounting Seed states "we have revised how budgeted revenue amounts are entered into a ledger for custom financial reporting. Previously, they were entered as negative numbers. Beginning with the Echinacea release, they are entered as positive numbers.

For our existing customers, if you have a custom report that references a Budget Ledger with revenue amounts, you will need to export the ledger, reverse revenue amounts from negative to positive, and then re-upload the budget ledger."

So all existing clients are expected to go back and revise all budget entries, including beginning balance and current amount, for all revenue accounts (by month, by GL variable, etc.)    If you want comparative reports for prior years to work correctly, you will also need to do this for all your prior year budget ledgers as well.

This "procedure" was not spelled out in the Echinacea relase documents.  Apparently  the value of "existing customers" time is not a consideration by Accounting See.

 

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  Elle Carter

  • October 05, 2018 16:20
  • Edited

  Hi Jeanae,

  Thank you for your feedback.

  We're sorry to hear about your frustrations with the new change.

  While we understand this is a change, this feature change is to assist all customers with entering budget information in as positive numbers, rather than having to enter them in as debit and credit balances.  This affects the signs on your revenue figures and will require switching them from a negative to a positive. 

  However, this can be accomplished in two ways:

  1. 1. Use the original import template that you used to import your original budget with and reverse the sign for your revenue only.  Then, re-import them as new budget ledgers and reference your custom reports to that budget ledger 
  2. 2. Update your existing budget ledgers financial cubes with the new number using that same import template

  Accounting Seed values all our customers.  The changes and enhancements we make to our product are made while considering our customers, their businesses, and their feedback.  Each release includes features and enhancements requested specifically by our customers.  We value the relationship that we have built together and look forward to continuing that relationship.

  We are always here to assist and discuss any concerns.  Please do not hesitate to contact us with any questions.  We look forward to continuing to work with you.

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