[proinfo Contributions: 0Level 1☆]

I have worked on a 2008 budget for many hours. We started NS in 2007 and the 2007 Budget was very easy to create. When creating a 2008 budget the actual report pulls the monthly sales budgets from 2007 and adds it to the 2008 budget. The first time the 2008 was set-up the 2007 budget was copied. In an effort to correct the issue I deleted the current 2008 budget and manually created a new 2008 budget, entering each field manually. If I view the budget for 2008 it is correct. When I run a “budget vs actual”, (FY2008) the report adds the budgeted sales revenues for 2007. I have verified the date range on the report, but still get the 07 numbers included. Any help would be appreciated.

Thanks,

Tom
This is a cached copy. Click here to see the original post.

[Joelle Staller Contributions: 0Level 1☆]

RE: Budget vs Actual, (2007 revenues carried over)

Are you also selecting the specific 2008 budget category at the bottom of the report (next to date)? If this is set to “All” it would pull in the different budgets together.

[ivan.parra Contributions: 0Level 1☆]

RE: Budget vs Actual, (2007 revenues carried over)

Do you see this same issue in Budget(only) Report?

[proinfo Contributions: 0Level 1☆]

yes it does

[brett@invertek.com.au Contributions: 0Level 1☆]

RE: Budget vs Actual, (2007 revenues carried over)

I have exactly the same issue……what’s going on

[Author]

Posts