Hi, Mark
You are right that it does not work in v2013.3 but it worked perfectly in v.16. The very simple steps we followed were:
1. Set up Job
2. Record Budget against most account codes
3. Record Expenditure against account codes in jobs as they occur using “Spend Money”.
NB: Budgets are often not complete at the beginning of the job's life. In some cases jobs can incur an unexpected expense against a account code where no budget has been set. If this occurs the Budget Analysis Report in v.2013.3 will be misleading as it will not show any expenditure for that account code.
Also if we set up a Budget for a job, this will not be reported on the Budget Analysis Report in v.2013.3, until expenditure has occurred for that account code. This is also misleading because it reports a lower total job budget than we have estimated.
We would like to see the figures on the Budget Analysis Report show all activity, ie every time a budget is entered it should be on the report regardless of expenditure having taken place or not. Also if a job account code has expenditure against it we very much would like to see this expenditure appear on the Budget Analysis Report even if no budget has been set for that account code. This will give us a true report for that job.
This is what we were used to seeing in v.16 and it is the most important report in the whole system for our business purposes.
Thanks
Eileen
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