Create project estimate to actual report
Need to be able to report both summary and detail totals for estimated or budgeted costs to actual costs for a project or client. I currently have to run a profit and loss by client, export to excel, add a budget and difference column.
Current estimate reports only show estimate to compared to client invoicing. Current budget reports only show totals for general ledger accounts, not details.
My homebuilder client has many clients or projects, and needs to report actual costs against their budget line items in both summary and detail form. Exporting to Excel and creating additional manual entry is not optimal.