When pulling in financial data, I am attempting to pull in current actuals vs current budget & YTD acutals vs YTD budget. For QB databases that have multiple year budgets, it is pulling a zero value.
QB databases that have 2023 budgets input, it is pull as 22 currents & 22 YTD budgets.
Is there a specific setting I need to ensure is set on the tool to pull these metrics properly?
There are two things to check in the QQube Configuration Tool:
Below are the setting I am using. To clarify, I am using 22 QB pro plus. Budgets are not synchronizing across all entities, and it seems that they are using 2023 budgets instead of 2022 when running the financial models
What you need to do is send a log to engineering support as shown here: https://clearify.com/support
Your synch logs shows red, which means you have previous errors - and some of which may not have been attended to. We don't know, and a public form is not the place to submit your log which may contain private information. Realize that a log may successful later, but it doesn't mean that unattended errors fixed themselves.
There is always a reason data comes out in an unanticipated fashion. Our engineers will quickly help you diagnose the issue.
Thank you, I will send momentarily
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