26

Withdraw "account structure" from budget register entries

Budget register entries require "account structure" as field Information. However, according to General ledger the account structure has been clearly defined per main account. In order to fill the account structure in the budget register, it is required to investigate the account str...

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Category: Budgeting (11)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. This is a great suggestion. We will consider this in our roadmap. 

Sincerely,

Ryan Sandness

PM, Microsoft 

11

Budgeting of multiple accounts structures

Often it does not make sense to have all financial Dimension in one account structure for all ledger accounts. Normally account structures for account ranges (classes) will have to be made.

However, budgeting is only possible for one account structure. This means, Cost Account...

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3 Comments

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Category: Budgeting (11)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. We need some more details to understand your suggestion better. Can you please help us by answering the following questions?

Can you clarify a little bit on your requirements on using account structures and dimensions? We do have the ability to select the specific account structure for each budget register line. With what we have today, if you enable all dimensions as available for budgeting you can select two different account structures and budget for both. Was there something specific that didn’t work here for you?

You also have additional flexibility if you want to use the detailed budget planning module, but use here may depend on your reporting requirements.

11

Create Top Down Budget Using Multiple Legal Entities

For organisations with a large number of legal entities, they can create their initial budgets at the group level, which is then apportioned across subsidiary entities at a later stage.

The solution should enable Global Budget Plans that use an Organisation Hierarchy to distribute the g...

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Category: Budgeting (11)

STATUS DETAILS
Under Review
Ideas Administrator

Hi Martin,

Thank you for the feedback. We need some details to understand your suggestion better. Can you please help to clarify where additional functionality is needed?

Is this request just around the ability to generate a budget register entry for each legal entity that is part of the process, or is there more that you are thinking is required. 

 

Thanks,

Ryan Sandness

PM, Microsoft

7

Budget Control for Balance Sheet Items (Particularly Fixed Assets)

Most companies have some sort of Budget Control done on certain balance sheet accounts (particularly Assets!) 

 

This has always been a complaint with every project that I've done. Surely this can be improved upon!

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1 Comments

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Category: Budgeting (11)

STATUS DETAILS
New
6

Allow selecting financial dimension values when Open budget register entries in Excel

Currently when you open budget register entries in Excel and populate the lines, if you click on the field, the possible values are display on the right hand side and allow you to select. This includes main account list. But this is not possible for the DimensionDisplayValue - Dimension Values...

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1 Comments

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Category: Budgeting (11)

STATUS DETAILS
New
3

Budget Control per Posting Layer

You turn-on Budget control. Then they post in each of the three layers: CURRENT, TAX and OPERATIONS. After that, you realize that Budget amounts are mixing all 3 posting layers. It would be nice to have budget controlled only by CURRENT posting layer. For reference, see DAXSE 3980417 Budget sh...

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0 Comments

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Category: Budgeting (11)

STATUS DETAILS
Needs Votes
2

Improve the budget control statistics when we change budget cycle being able to see also the data with previos configurations

1.- Imagine we have a budget plan set for budget cycle “A” 2.- We post some budget entries 3.- We change the budget control configuration and now the accounts are set for budget cycle “B” 4.- At this point we only can see the transactions in budget control statistics fo...

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0 Comments

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Category: Budgeting (11)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback.

We are not considering the suggestion at this time due to the following reason:

Keeping track of all possible changes and applying in a smart way would be challenging and this isn't feedback we have heard from other customers.  

Sincerely,

PM,

Microsoft.

1

multiple companies budget planning

Currently budgeting setup and flow is so legal entity/company specific. In complex organizations, budgeting is usually done at corporate/group level and that guidance is then trickled down to individual entities and their budget plan contributors. Allowing multiple companies budget planning set...

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0 Comments

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Category: Budgeting (11)

STATUS DETAILS
New
1

Budget should be released when Workflow be Rejected

Considering the following business scenario: I. Purchase requisition: a. Set up Budget control b. Create and Approve a Purchase Requisition. ** Then budget is reserved. c. Finally, workflow is Rejected before Purchase order has been invoiced (Before Confirmation or Receipt). Budget should be r...

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Category: Budgeting (11)

STATUS DETAILS
New
1

Budget Plans Delete

Can you please allow for budget plans to be deleted. It seems unnecessary to lock them down. At some point to "plan" is not needed anymore and rather than cluttering drop downs and the general budget plan screen it would be nice to delete and remove. It is is just a plan and not an actual BRE....

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0 Comments

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Category: Budgeting (11)

STATUS DETAILS
New