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Status Under Investigation
Workspace IRIS Financials
Categories Future development
Created by Guest
Created on Jan 14, 2025

Management Accounts Report

It would be useful to be able to pick more than one comparative budget. Once we get to Forecast 3, I would like to be able to have Prior Year, Budget, F1, F2 and F3 showing on the report.

  • Attach files
  • Guest
    Aug 22, 2025

    Hi Rowena

    I would like to see it as extended columns in the Management Accounts
    Report showing original budget and all 3 forecasts, as well as prior year
    actuals. I appreciate that would make the report large, but it's what I
    have to prepare for my governors every month. I add the prior forecasts
    into a downloaded spreadsheet, but they don't always line up, so it's
    fiddly and time consuming.

    Best wishes
    Tina

    Tina Hardy
    Finance Director

  • Admin
    Rowena Lee
    Aug 21, 2025

    Hi Tina. Thank you for your suggestion, which we've now had time to consider in more detail. We can see the usefulness of this, but it's difficult to see how this would be represented without making the report unreadable. Do you have any ideas how you would like the information presented?