Reporting Questions - Actuals and Budget

How Do I Setup and Display Actual Reporting (ERP BudgetID)?
There is an live actual data link (automatic) between the ERP (Great Plains Accounting ERP) and Dynamic Budgets.  In order for the actual data to displa...
Tue, 12 Apr, 2016 at 8:01 AM
How Do I Add/Delete BudgetIDs Displayed on the Budget Summary?
The Budget Summary is found on the Account Detail tab  in Budgeting Dashboard, Basic Budget Entry, Custom Budget Entry, Custom Reports, and Custom Reports w...
Mon, 25 Apr, 2016 at 11:03 AM
How Do I Add/Delete BudgetIDs Displayed on Reporting Search Dropdown Menus?
When running reports, the BudgetID dropdown lists the BudgetIDs that can be reported on. Whether a BudgetID is available for Reporting is determine...
Mon, 25 Apr, 2016 at 11:02 AM
How Do I Update an Account that Reports as a Negative But Has a Debit Balance in GP (or Visa Versa)?
When reporting in Dynamic Budgets it is expected that accounts with debit balances in Great Plains Accounting Software (ERP) will report as positive balan...
Tue, 29 Mar, 2016 at 8:48 AM
How Do I Right-Click on an Apple Computer?
Please see the below linked article: How to Right-Click on a Mac
Mon, 28 Mar, 2016 at 10:32 AM
How Do I Report on Account Segments?
ERP Accounts  include all segments of the account number.  Objects combine segments of the full account number.  Tags in Manage ERP Accounts can be used t...
Mon, 16 May, 2016 at 10:13 AM
How Do I Report on Several Master Chart of Actual Account Numbers Compared to a Single Budget Account Number?
Please see the Report Level GL Code, Object or Object Rollup article.
Mon, 17 Jul, 2017 at 8:27 AM
Revenues and Expenses don't net - reports are summing absolute values
If your revenues and expense are summing absolute values instead of netting out, there are 2 places to check  Typical...
Mon, 6 Jun, 2016 at 2:58 PM
What Report Shows Assumptions for All Budget Accounts on One Screen?
Please see Budget Details - Account Assumptions report.  Please note that the report generated is dependent on the User's security permissions. 
Wed, 24 Aug, 2016 at 7:44 AM
How Do I Setup Reports to Show 2 Decimal Points?
This functionality is managed in the APP Config Menu Editor.   Please note the below is for your information.  Please contact Dynamic Budgets to discuss cha...
Tue, 31 Oct, 2017 at 10:18 AM