Can we please have the option to include the accountants end of year adjusting GJ in the budget analysis report. Currently when we run this report the actual end of year net profit is wrong :smiley...
Hi Ciu,
Thanks for your post and my apologies for the late response. The budget data entered in the Desktop version doesn't sync automatically with the Browser, and vice versa.
If needed, it's theoretically possible to export the budget from the Desktop application as a CSV file. Here are the steps, although it's important to note that this process can be complex:
- In the AccountRight desktop file, navigate to File >> Import/Export Assistant.
- Choose Export Data >> Accounts - Budgets.
- Opt to separate data using Commas.
- Select the necessary fields for export.
- Once exported, open the file in the browser.
- Go to Reporting >> Reports >> Budget Management.
- Select Create Budget and input the required details.
- Choose Export to CSV.
- Open both exported files in Excel.
- Adjust the data from the AccountRight file to fit the Browser export.
- Once the data is aligned, save the Browser export.
- Return to the browser and use the Import >> CSV option to import the adjusted file.
Keep in mind, this process might require some manipulation and Excel proficiency.
Please do let me know how you go on this.
Regards,
Earl