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How to Create Customer Budget vs Actual Report??

edited Dec 6, 2019 10:06AM in Accounting / ERP 11 comments

How do I Create a Customer Budget vs Actual Report??

I do not want to see any accounts. I just want to see actual customer sales vs budgeted income for that customer.

I have create a budget for FY2008 for several customers. I entered an amount for each month for a single income account.

When I display the built-in Budget vs Actual report, it shows the correct actual and budget numbers.

When I customize the report to add a customer (Income Statement folder > Entity folder > Name) and remove the Section Name and Account, then the Budget Amount shows zero ($0.00) for all rows (all customers).

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