Account schedules – Budget Name filter for columns and more templates added

Enabled for Public preview General availability
Users, automatically Sep 1, 2021 Oct 1, 2021

Business value

Account schedules are a fast way for businesses to generate custom G/L reports. To help you get started more easily, we've added even more templates. Set a filter on Budget Name and create an account schedule that reports on actual versus budgets for both a budget and a forecast (a second budget), which is often a reporting requirement for financial departments.

Feature details

To help users get off to a good start when using account schedules to create custom G/L reports, we've added several new templates for account schedules. The ANALYSIS, REVENUE, and CASHFLOW account schedules are now available in demonstration and trial (setup data only) companies. The new account schedules are mapped to the chart of accounts that can be used for product demonstrations, but they can easily be adapted to any chart of accounts.

For Column Layout, there's a new Budget Name field so that you can filter on a specific budget (or budgets) for that column. This way, you create account schedules that report on actual versus budget figures for both a budget and a forecast (which is a second budget).

Account schedule using multiple budgets.

Column Layout using the new Budget Name filtering.

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See also

Prepare Financial Reporting with Account Schedules and Account Categories (docs)