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Budget Actual Amount

former_member419030
Active Participant
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205

Dear Experts,

1) We just setup our budget in June.

2) Use DTW to upload the budget setup because it has hundreds of COA.

3) We would like to carry the COA balance from the Jan, 1st until today's date as the actual amount in budget.

Unfortunately, if upload using DTW, system will start to capture the balance in COA for those transaction that we created after upload the budget setup in June.

4) If we manually update the budget scenario,

we have the following system message, answer YES, will capture the accumulated balance since Jan.

However, we have hundreds of lines, and doing it manually one by one will consume time.

Anyone has similar experience before? Thank you in advance

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former_member419030
Active Participant
0 Kudos

Dear Experts,

Any opinion on this topic?