Copy Description into Plans
R
Rebecca Hazlett
Would help with creating future plans from actuals if the invoice description was carried into the future plan.
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Jo - Farm Focus
Merged in a post:
Copy notes over when creating a budget from actuals
E
Ellie Pike
When you copy a full actuals cashflow into a new budget or just individual lines copied, it would be great if the notes were also copied over. That way the 'new' budget you have created will have some meaning to it when you next go into a figure to remind yourself of what that figure was made up of.
Mikayla - Farm Focus
Merged in a post:
Copy descriptions across when creating a draft plan
J
Julian McPike
It would be useful to have the descriptions imported when creating a draft plan from the previous years actual. This would make it much easier to edit the new plan. Currenty you get a number imported across but you have no idea what that number was for without going back into the previous actuals.
F
Fiona Hawke
Yes definitely need this function, otherwise you have a whole lot of numbers imported into your plan but don't mean anything without the description!
Mikayla - Farm Focus
Hi Ellie, thank you for your feedback.
We will keep this post open to gauge support from other users.
J
Julian McPike
Hi Farm Focus, I agree with Rebecca, it would very useful if the descriptions were carried across into the new plan.
Grace - Farm Focus
Hi Rebecca, thank you for your feedback. We will keep this post open to gauge support from other users.