budget in portal report
The Income & Expenditure Report on the portal does not include the option of including the budget. Please add that to the options available.
15
votes
Robert Crosbie
shared this idea
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Kim Fenton
commented
Clients are looking for quick way to review expenses YTD and compare against their full year budget to accurately see how they are tracking. The budget is set for the year so it should be available for them to request on configuration of the report like we do.
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deborah.williams
commented
Please add - owners need this information
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Deb Bailey
commented
This would be great. We are often asked this by committee members.