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Hello everybody,
What's the difference between "Expense" and "Revenue" amount type in the budget register entry
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Hi,
Ax currently fully supports only Profit & Loss statement budgeting. You can thus record expense related budget amounts say for hotel or travel costs. In addition, you can also record the revenue you expect from selling your products & services, which are recorded with the revenue type.
Best regards
Ludwig
Hi Ludwig Reinhard,
that means if we setup control for revenue account the control will be when the amount is credit on this account? or can you give me example for the budget on one revenue transaction from daily journal
Hi, if I'm not wrong then the revenue budget is recorded as any other revenue transaction with a negative sign because it represents a credit transaction. Please double check that in your demo system. Regarding the budget control feature, so far I have only worked with companies that used the budget control function for expense transactions. Why would you enable budget control for revenue accounts?
I checked again , but unfortunately still i did not get the benefit of using revenue amount type
here is the budget entry
and here is the journal one time in credit side and another time in debit side and there no actions form the system
Notice: the other line for the expense is working fine in the same journal
So you have budget control turned on, right?
Is it also right that you get a green checkmark if you enter a cost amount that is below the budget?
Have you tested entering a negative amount for the revenue budget?
Best regards,
Yes the budget is on and it's tested with the expense account and working fine, regarding of the green mark it's coming also if below budget and red mark is coming if more budget , all of these cases happened with the expense account ,
But unfortunately i did not get any actions from the system since i used the revenue amount type in the budget entry,
and for negative amount why i have to use it ? since i have type of the amount i believe this option handled the nature of amount in the transaction itself or at least should work as normal case in the expense account in the same budget.
Hi ahmed.kimo,
I double check my own setting in a demo machine and noticed that the revenue amount type is by default not checked by the budget control configuration. There are some things you need to look out for to realize the revenue budget control.
The first thing is that revenue accounts are only checked if they are linked to the 'Profit and loss' accounting type.
You can see this from the following screenprint that includes some yellow highlighted changes that I made for a different purpose
https://dynamicsaxfico.files.wordpress.com/2016/04/en_1_124_0050.png
If your revenue account is setup with the 'revenue' account type in the COA you need either to make a similar adjustment or change the main account type.
The second thing you need to look out for is the amount type.
Here is an example for my revenue account 401300 where I selected the amount type expense.
If this amount type is selected you can see the green checkmark of the budget control.
If you select 'revenue' the budget control is not exectued. Example:
The current workaround would thus be using the expense amount type even for revenue budgets. Alternatively you would have to implement a code adjustment.
This is clear for me , But still i need to know why Microsoft is putting this type here and not working is it a bug? or there is logic behind that ?
I believe that MS will say that this works as designed :-) You might call it a bug or a missing feature. Yet, to get this fixed you either need to make a system modification or ask MS through MS connect to modify the design of this functionality.
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