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Sage Line 50 Budgets - Not Showing

Posted on 2010-11-15
7
2,173 Views
Last Modified: 2012-05-10
Hi,

I am evaluating Sage functionality - specifically budgets.
I have put a budget against Nominal Account 1001 for every month in the year 2010/11.  There are some sample actual figures against this account as well.

My budgets are NOT showing on any budget reports, balance sheets etc See attached..
WHY?


I must have some higher level setting incorrect??
BUDGET.zip
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Comment
Question by:Patrick O'Dea
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7 Comments
 
LVL 10

Expert Comment

by:Bruce Denney
ID: 34135713
You need to set the software to use your chosen budgetary method.

1.   From the Settings menu, click Company Preferences.

2.   Click the Budgeting tab.

3.   Choose the budgeting method you want from the drop-down lists.

4.   If you have created a Chart of Accounts just for budgeting, choose it from the drop-down list.

5.   Click OK.

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LVL 10

Expert Comment

by:Bruce Denney
ID: 34135727
(Note: some reports are for Standard and some for Advanced method of budgeting.)

If you have problems please state which report you ran.

I assume you are running the latest version, V2011 for your evaluation.
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Author Comment

by:Patrick O'Dea
ID: 34135953
Thanks brucedenney,

I am making progress.

I am using advanced budgeting with a separate budget for each NOMINAL Code and department combination.

So I have set my budgeting method to "Advanced" and "Department in Dept".

I have also entered some dummy budgets for department/nominal codes.
However, what report(s) should I run to view these budgets?
Perhaps you could point me in the direction of a report that would show these figures.

Ideally, I am looking for a balance sheet with YTD and MTD budgets etc.
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Assisted Solution

by:Bruce Denney
Bruce Denney earned 500 total points
ID: 34136812
In the financails section, go to reports, look in Management Analysis Reports, in there you will find two folders of reports one for advanced and one for standard method, use the advanced by department report and you should be okay.
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Author Comment

by:Patrick O'Dea
ID: 34137109
Thanks Bruce,

I have found a report where you indicated.  Figures are right.
Rather disappointingly there is only one report there (perhaps it is my version of line 50 (14.12.0.153).

Before I close this query perhaps you might comment on the following;

1. Is it possible to find other advanced budget reports?
2. I am from a technical background.  How easy is it to amend/create these reports.  Any online demos of report development.

Thanks again,
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Accepted Solution

by:
Bruce Denney earned 500 total points
ID: 34137994
The advanced budgets reporting is pretty thin because only really advanced users are using it and they tend to have very specialist needs and tend to be pretty capable of writing reports on their own.

I expect there are other advanced budgeting reports and if you ask Sage they might let you have some as you are evaluating the product.

The report designer is easy to use, but you need to get to grips with the tables of data and the basics of the report designer. Most people can easily amend reports, without much, if any, training there are several people (like myself) who offer one-to-one online training, there are several day courses available in sage training centres around the country, resellers will be happy to provide training and there are many colleges that offer courses as well.

I would always suggest buying your product through a reseller and developing a relationship with them, there is nothing to be saved by going direct to Sage and there is a lot to gain from having a relationship with a reseller.
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Author Closing Comment

by:Patrick O'Dea
ID: 34138744
Thanks Bruce,

Excellent advice as always
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