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Hi,
Would like to know couple of things,
1- in Account monitor when we define the rule to a specific account as Budgeted PTD how does the budget amount reflect, meaning from where does the budget amount reflect. where as Actual amount reflects from the transaction that gets posted based on that account.

2- In Account inspector, we can see only for one default rule at a time, how can we see for all the created rules?

Please help clarify these questions.
Responses (1)
  • Accepted Answer

    Saturday, December 29 2018, 01:49 PM - #Permalink
    0
    Hi Pawan,

    1. The amount entered against a specific combination is reflected in the account monitor.
    You can upload the budget amount from spreadsheet and that will be reflected and used to compare with the actual amount against the specific combination.

    2. In Account Inspector you can only see one at a time. If you drag the members and change then earlier rule will be lost.
    You cannot see multiple rules at a time.

    You can use smartview instead which will allow you to save the excel for future use.
    Next time when you open the smartview excel, just connect to the cube and refresh the balances.

    Thanks.
    Ashish Jhamtani
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