Suggestions for Budgets and Budget Reports

dmjacobson47

• 1. Why is it not possible to make changes to an existing Budget, without having to 'Save as' a new Budget? A simple 'update' would be great.

2. Why is it not possible to 'Hide Zeros', as it is in the Budget, itself. Currently, it just wastes space and clogs up the report.

3. Why is there not an extra column, titled 'TOTALS' to sum the the existing column totals, as in the Budget, itself?

4. Why is there no provision to adjust the order of the accounts, in an Accounts Report, to show Ascending, Descending and default order settings? Please, amend the Budget reports to faithfully reflect the Budgets, themselves.

5. One could go further and request this of ALL reports: That they reflect the contents of the original task sheet and provide totals, as any such spreadsheet would.

Summary:

Really, the entire Reports section needs some serious attention and updates. They let this great product down. 13 years is a long time to wait.

Rav

Hey @dmjacobson47

Thanks for raising this. I'm going to switch this post to an idea/feature request so that its open for voting and fellow Community members can also add their use-cases as well.

Also, I wanted to add some additional info in the area of reports. We've got some pretty significant work happening in the background right now to bring some updates to our report templates. While this won't hit budgets for a little while, it certainly will eventually but will also likely need a larger project to i

If you're interested in testing out the new updates to report templates, we're running an alpha testing period with a small number of Reckon One users and we'd love for you to join if you'd like? We're starting off small with the reports listed below first so if you use any of these, we'd be keen for you to try it out and provide feedback when the testing opens up in 2-3 weeks?

• Account Enquiry report
  
• Profit and Loss report
  
• Payroll Summary report
  
• Balance Sheet report
  
• Payroll Detail report