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  • Budget to be consumed using the previous year's Budget when creating a Purchase invoice against Purchase Order from the previous year.

    On V11 Patch 17, when creating a Purchase Invoice against a Purchase Order for a previous year Purchase Order, the budget needs to be consumed from the previous year and not the current year. Currently it is doing this from the Current year. How can one…

  • Departmental Budget Imports

    Is it possible to have an import template or tool developed to add departmental budgets to sage?  Current process is very time consuming to add mass data

  • Spring Budget

    The Chancellor of the Exchequer delivered the 2023 Budget on Wednesday 15 March 2023 at 12:30pm. 

    We've summarised the impact of the Budget in the following article: Summary of the Spring Budget 2023 >

  • Additional column options on nominal enquiry screen

    I would be helpful if there was an option to add budget value and commitments value to the columns on the nominal list screen.  You can currenly add bugdet name and type but not value.

    Having both budgets and commitments would give a quick way to see how…

  • All you need to know about budgets - Recording now available

    Getting to grips with budgeting helps you to monitor how your business is performing, comparing your actual figures against your budgets to see if you're on track.

    • An introduction to budgeting
    • Standard Budgeting
    • Advanced Budgeting - Nominal cod…
  • BUDGET AND PROJECTS AUTO FILLING VALUES

    Hello ,

    I have a challenge on the Sage 200 Budget and Projects module.the module is auto-filling the budget values even if i have not input anything. Attached are before and after pictures of the scenario.1st picture i zerorise all the budget inputs,save…

  • Can you get budgets from unapproved change orders to show up on reports?

    Can a custom report be created to pull budgets from unapproved(open) changes into a job cost or summary report? We have jobs where some change order work has been performed before it gets approved.

  • Cours devise budget

    Bonjour,

    Si la devise référentiel d'un dossier est différent de EUR, et que j'établis un Budget en EUR,
    Y a-t-il un paramètre qui permet de définir le cours de devise, qui est fixe pour un exercice ?

    Me…

  • Budget figures not reporting

    Using standard budgeting in Sage 50C Prof. I've entered budgets for the first time,  and they show fine in budgeting, but any report that I run returns either 'no data found' (if budget only) or zero in the budget column of actuals vs budget type reports…

  • Import standard budgets into your clients' accounts

    When running your client's year end you can automatically apply a percentage increase on this year's budgets or actuals to create budgets for next year. But if your client uses standard budgeting and you have more complicated changes to make to their…

  • Import standard budgets into your accounts

    When running your year end you can automatically apply a percentage increase on this year's budgets or actuals to create budgets for next year. But if you use standard budgeting and you have more complicated changes to make to your budgets, did you…

  • Autumn Budget Summary 2021

    We've summarised the main points from the Autumn budget in this article >

  • Autumn Budget Summary 2021

    We've summarised the main points from the Autumn budget in this article >

  • Autumn Budget Summary 2021

    We've summarised the main points from the Autumn budget in this article >

  • Autumn Budget Summary 2021

    We've summarised the main points from the Autumn budget in this article >

  • Legislation for the 2022 tax year

    On 12 October 2021, the Minister of Finance announced the Budget statement for the tax year 2022.

    To help you, we've highlighted the key changes to payroll legislation in a handy guide.

    Read it now >

  • BUDGET ON OPTIONAL FIELDS

    As per my understanding Sage 300 budget linked to Account code (on GL). How can I handle objective based budget?

    Objectives are like optional fields:

    Eg: Acccount  1010 : Allowances

    Objective 1: budget $100k

    Objective 2: budget $200k

  • Excel Reporting - Revenue and Cost report: flip sign on budgets

    A client is using the Excel Revenue and Cost report to extract budgets and actuals from Sage 200 for reporting. The actual values are signed flipped, so that the revenue credits are displayed as positives and the cost debits as negatives. Budgets, however…

  • Integrated budget solution for Sage 100

    Looking for a recommendation for an integrated budget solution for Sage 100

  • Allow Negative values when importing a budget .csv

    It seems counter-intuitive that you're not able to import negative values in a Budget .csv file. The workaround (import positive values then manually change them in the front-end) allows for many user errors. This could easily be changed, and would save…

  • My budget macro has been over written and I need to refresh it. I am using sage 300 2020.

    I need to replace my budget macro because it has been overwritten by an excel worksheet.  How do I do this?

  • Renaming Custom Columns in Budgets

    Hello!  Is it possible to rename the User Custom Columns in Budgets?  If so, can someone please let me know how to do this?  Thanks!

  • Budget audit trail

    It would be really useful to be able to view an audit trail of budgets for an individual nominal code/dept - to be able to see original budget, changes up / down since then with current budget showing as a result of these changes. Vital for the education…

  • Did you miss our Budget Summary?

    As part of the latest Budget, the UK Government announced further measures to help UK businesses and the self-employed.
    We summarised the key measures that may affect your accounts in a quick one page article.

    Read more >