Expense vs. Budget Reporting: Does anyone have a custom Income Statement Report with SubAccount Detail Actual/ Budget?

Hi,

We are working with Sage 100 Contractor.   We are using Subaccounts in our General Ledger.  We want an Income Summary with Subaccount Detail Actual/ Budget report.   Currently S100 has an Income Summary with Subaccount detail Actual/ Income, but no option to modify the report to show Subaccount Actual/Budget data.

Has anyone else had the need to see Subaccount Actual/ Budget reports?

Did you make a custom Report in Sage?
Did you use Crystal Reports or Liberty Reports?  If so, was it fairly simple?
Otherwise, is there another way to get a report like this without exporting to .xls and manually entering in the Budget Amounts?

We are going to find a solution to this. If you want to know, please respond to the post.

  • 0

    Hi Joe,

    I am having a similar problem in that when I add a budget to a sub account, and try to save it, it will not save.  In past years, this has not been the case.  I had a consultant help me with an MBXL report, using pivot tables in Excel, to take the data from Sage Contractor 100 to an excel report for a subaccount vs budget report.

    Susan Pines

    [email protected]

  • 0

    So Currently, The previaling solution to Income Summary Actual vs. Budget with Subaccount detail is only achievable by exporting your Actual Expense data to Excel, merging (ex by Pivot Table) the Subaccount Budgets and Actual Expense into a new spreadsheet where you can then calculate the variance.   We are currently contacting consultants to build a custom report (if possible).   Will keep this thread posted with any updates on the viability of getting this report straight out of Sage 100.  If you have any additional ideas on this matter, please let us know.  

  • 0 in reply to AMBCI

    I need the same report. I have purchased Liberty and created other reports so I was going to try and build this one. Were you able to have a consultant create one?

  • 0 in reply to AMBCI

    We have found a consultant who specializes in building custom Sage Reports.  We have submitted the request for the report "Income Statement Budget vs Actual with Subaccount Detail."   You can contact me directly for more information.

  • 0 in reply to Carsten

    HI, Please let us know if you have any luck with Liberty creating this report.  Thank you!

  • 0 in reply to AMBCI

    Were you able to find a solution for this report? I am currently looking to import our GL budgets from excel into Sage rather than manually entering. Do you currently enter manually or is there an import function available?