You may create a Budget or Forecast report using "Budget Wizard" tool which available in Dynamics GP. The step-by-step wizard tool will guide you to pull out the GL account code and form into Excel spreadsheet template. Next, complete the Excel by filling up the budget amounts and re-import using the wizard. User can later pull out the budget figure from Report Designer. Creating Budget Template Path: Cards > Financial > Budgets 1. Select [New], then select "using Budget Wizard for Excel". 2. Select [Next]. 3. Enter the Budget ID name, description and the Fiscal Year. Take note that the Fiscal year for the budget must be created before creating the Budget. 4. Select "Blank Budget". 5. Select [Next]. 6. You can set which GL Account code to track budget. If the Budget that you need to create is only consist of Profit and Loss account, you may just mark "Profit & Loss Accounts". 7. You can...
Act as Microsoft Dynamics GP Consultant nearly 10 years now, based in Malaysia. Following an early career as statutory auditors and independent accountants to a range of growing businesses in the finance industry, later moved into the area of IT in business with the expansion of technology. Offering implementation, support and training Microsoft Dynamics GP to customers for more than 10 projects across ASEAN region. Now we are offering Dynamics 365 Business Central implementation too.