Accounting Ideas

Ability to add a Budget for a Financial Year aginst Revenue, Direct Cost and Overhead and report on it

Ability to a Budget for a Financial Year for Revenue, Direct Cost and Overhead and report on it.

We can then monitor actuals against budgets. Currently we have to do this outside the systems. We are currently looking at Zero as it has the ability to do this, but would prefer to remain with Sage

  • Guest
  • May 15 2020
  • One For The Future
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  • Guest commented
    2 Sep, 2020 08:59pm

    J'aimerais avoir le module pour gérer les budgets dans la comptabilité

  • Guest commented
    2 Aug, 2020 07:44pm

    Same here. I always used this function of budget in other version of SAGE. Would really appreciate same in cloud version.

  • Guest commented
    18 May, 2020 03:44pm

    Hi,

    Thank you for submitting your idea.

    You can't currently set a budget amount but you can use analysis types to allow you to filter your Profit and Loss report to show only some transactions. See more here.

    If you're not already using this it might help you.

    Tom