Settings and activity
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66 votes
Hey team, thanks for all your feedback it clearly explains why monthly entry can be a poor fit for organisations that plan annually.
Our new Budgets experience is in early access, and supports defined start and end dates and longer planning horizons. While annual target entry and automatic spreading across months aren't within the initial release, we have plans for adding more complex formulas for adjustments and populating your budget values. I'll come back to share more as this work progresses.
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Austin Decker
supported this idea
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39 votes
Thanks for the idea, Pilar. It'll be good to get sense of the appetite for this here.
While this isn't something we have planned at present, perhaps you could make use of an advanced branding template and specifying the need for a signature via the Quotes terms and conditions?
We have a discussion around customising with docx. templates where others in community often help one another - you're welcome to join
An error occurred while saving the comment Austin Decker
commented
This would be a great function for quotes and purchase orders
Austin Decker
supported this idea
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I would Like the ability to simply add column on a custom income statement so that i could add my budget next to my cost codes (once organized by cost code)