Improved: P&L Comparison with Using actuals criteria
This report has now replaced the Business Unit Comparison and allows comparison between either Business Units or Organisations which are in a Consolidated group and pairs with the new Balance Sheet Comparison.
The new "Using actuals up to" criteria has been added to the P&L Comparison reports. This means you can now compare business units displaying Actuals, Budgets or Forecast values.
To display Actuals set the Period Range and leave using actuals up to ‘Blank’
To display Budgets set the Period Range and set using actuals up to prior to From date (eg FY Start -1).
To display Forecast, set the using actuals up to as a date within the Period range, to use a combination of actuals and budgets.
Fix: KPI Percentage Variance Formatting
There were a number of report templates that incorrectly applied the KPI number formatting to percentage variances. We've fixed these so all KPI percentage variances are correctly formatted as percentages.
Fix: Budget Analysis Balance Sheet Movement Calculation
We identified an issue where the budgeted balance sheet movements were incorrectly calculated in the Budget Analysis with % Variance report. The incorrect amounts were isolated to balance sheet accounts and where the date range of the report crossed a financial year end. This issues has now been fixed.