Allowing the Budget Owner to modify Budgets in Approval Pending Status would let the Budget Owner make any adjustments and/or add data (i.e. payroll) to the budget. Once the budget is modified then allow the Budget Owner to Save in Budget to updat...

Use the G/L Account Number and Dimension Code when listing Accounts and Dimensions. The G/L Account Name and Dimension Code Name could be shown but for matching of data the Number and Code are the unique values. The use of the Account - Name and t...

situation: After the Budget was created in Jet Budgets, the Dimension in NAV were adjusted. You can synchronise the dimension in the budget which add new added Dimensions to the existing Budget. However, in our case the customer had to removed dim...

In Jet Budgets you can create a Work Item by using a Template. Please allow to crate a Template using another Template. The reason behind this is that you may have companies with a lot of dimensions values. If you require only certain Values then ...

A Company often has a lot of Dimensions Values such as 'Countries' which holds around 250 values. The Dimension list in Jet is sorted in the background by Dimension Code but displays the Description of the Dimension. If you have a country list whi...

An administrator has the need to be able to extract the Budget Summary screen to Excel (to then share with others). It would be a similar feature to how you're able to currently export budgets to Excel.

We have an Excel Jet Report to check the current budget data. For now we can just query data which is submitted by the contributor for approval. In the Jet Formula you only have the choice to query not approved or approved data. There it would be ...

When handling a lot of work items as the budget owner or budget approver you have to always go to the work item overview an find the right one in the list. This is not so easy, because there is no search or filter feature to find the right work it...

This has been missing from Nav

Using Jet Reports GL Function to export the full Budget to excel with all separate Dimension filters in the various Work Items can take way too long to run (using SQL direct Data Source to NAV). i.e. if you have 4 different Dimensions used of whic...