Hello everyone, we were planning to use a custom segment for budget vs actual reporting, only to find out that custom segments aren't available in budget reports. Apparently there is an enhancement request, but in the meantime we're hoping for a work around. I'm not very Netsuite report-saavy - are we able to pull budget data into a regular report and do a budget vs actual comparison, without using the NS budget report templates? Thanks!

You can kind of pull in a custom segment into a budget.. it's not as fully functional as the standard segments, but you can definitely load data.

We're privately held, so we don't have to worry about auditors. When you say you can kind of pull a custom segment into a budget - what do you mean? We don't see it in budget reports. BUt we did set up a budget for it. When you talk about custom transactions, do you mean we would use this custom transaction instead of Vendor BIlls and Journal Entries? (This segment is just for one GL code - Technology Consulting.

No - you'd use a custom transaction to record the budget amount - and then use a saved search to capture actual vs budget.

Thank you - and definitely frustrating that NS suggested using a custom segment, knowing our use case.