Help us shape the future of our products by submitting your own ideas and reviewing ideas submitted by other users. If you see an idea you like, feel free to vote it up and add any comments that you feel would be beneficial.
This is a collaborative community, so please join in, contribute your innovative ideas and help our product teams to shape their roadmaps and future product development.
Our teams will review the ideas which have received the most votes on a regular basis, meaning that not all ideas will receive updates. When an idea has received enough votes, the status will be updated to 'Under Review' and then a decision made.
Currently there is a condensed report that exists in Finance section > Budget control settings > Budget Recut Report (Example attached). The challenge when reviewing this detail is as follows:
There is no easy way apart from logging into site by site to review carry forward and over/underspend.
Depending on the budget recut setting, especially when FY recut is active, there is no simple way to see where the budget is pulling from for each order once year is reset and new budget is in place.
The detail is too consolidated and hard to tie back to individual orders.
As mentioned before some of the reporting can be achieved by the sites Spend detail but when running this for a group of sites there is no way to actually run this detail.
The simple asks can we have a report to break the data that contributes to the Budget recut report. This would need to include all breakdowns for orders in committed / approved, that would typically appear in the P&L reporting, but have it reflex where the budget is being committed from, its relevant committed month and detail at what status the order currently sits at. If we could also include filters such as the ones found in Group view, this could also help Admins focus on problem Support Ops as well as sites.