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The budget entry screen doesn't recognize fiscal year settings. My client uses BC. Their FY is from July to June. When they enter the budget they set the date filter to something like 7/1/2021 - 6/30/2022, and view by Quarter, the columns in the Budget Matrix show:


3/2021 / 4/2021 / 1/2022 / 2/2022


My suggestion is the have the budget entry screen correctly reflect the quarters based on the true start of the fiscal year.

STATUS DETAILS
Needs Votes

Comments

J

Further, allow budgets to have start & end dates so they can cross fiscal years.


Save filters and options on the budget page to default to the selected view by budget!

Category: Financial Management