When you are re-forecasting, you might just want to change the actual numbers and do some alterations in the budget that is already in play. To be able to take over the numbers when copying, would save a lot of work.

It shows name only and thus not easy to find a dimension as the template doesn't show full name. In addition, its shows names sorted by code... So it is hard to manage when we haven a long list of dimension name.

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...

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...

Although the Work/Work Items page provides the status and deadline date for all work items, Budget Owners would benefit from having the Contributor and Approver names also appear on this page. Doing so would significantly reduce the effort involve...

The current budget owner should be able to assign this role to another user having the "Create and Own Budgets" app permission. Jet Hub Administrators are the only users permitted to change the owner of a budget in Jet Budgets. Perhaps the current...

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...