I see it is possible to budget per custom segment ...
# accounting
c
I see it is possible to budget per custom segment but you can't run a budget vs actual report by custom segment? Is there any other way to report on budget vs actual by custom segment?
k
There's a way, but I can't pull it out of my brain... It is a little hokey but it works
Searched in suite answers yet?
c
yes - no luck so far in suite answers
j
we don't use custom segments, but in general budget vs actual reporting was a pain for us to get how we needed. our solution was to create a custom record for the budget in order to run reports and KPIs on budget vs actual. it's double entry of budget a little but, but it's once a year so we were ok with it.
k
Remind me tomorrow and I might take a quick gander
• And see if I can find the instructions. Maybe try searching for ``limitations of custom segments``?
c
ok thanks - let me explore that option