Improved filters and Account Tree layout in Budgets & Actuals menu.


New: Account Tree Layout for Editing Budgets

Now when editing budgets in the Budgets & Actuals menu you can choose to display the chart of accounts as per your Account Tree layout. Select the Account Tree from the FILTER menu and the layout will display with the chosen trees structure and running totals.


Improved: Filters Menu for Editing Budgets

In addition to adding the Account Tree layout to the filters menu as described above, we've added some bulk actions and improved the way we remember your preferences. Bulk Actions include options like Select All and the preferences you make here will be set for each organisation individually. Previously the settings were applied globally and this caused issues for users with multiple organisations.