Creating new working plan from last nears actuals, the descriptions need to come through as well.
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Fiona Hawke
Having a plan with just the $ amounts and no information attached to the amounts is not useful. We need to be able to see the descriptions to know what the $ amount is for.
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Mikayla - Farm Focus
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Mikayla - Farm Focus
Hi Fiona, thank you for your feedback.
When creating a new plan from Actuals, it consolidates based on Payment month, Category, Extended code, Bank, Description, Tag as well as positives separate from negatives.
Due to this the descriptions cannot remain.
If you are using a Plan as a data source, it does not consolidate and therefore the descriptions remain.
Livestock is an exemption to this as it does not consolidate.
It would be beneficial to have a Cashflow detail report to look at for the data set you are using as a base to get that further information alongside the budget you are creating/editing.
I have linked an article below that has some great tips & tricks for creating your budget.