Printing a Budget Report - Monthly

Once you have entered all of the required information needed to generate a monthly budget report, a Select An Option window will appear, allowing you to choose to EXIT the process, to PRINT using the Net•Yield standard format (NET YIELD FORMAT), or print with user defined custom formats (if you have previously defined any). Select the appropriate option.

Command options will appear allowing you to print the monthly budget report or choose from a set of other print options.

The following prints on the Monthly Budget Report:

• Acct (Account) – The general ledger account number
• Cost Center – The cost center
• Account Description – The description or name of the account
• Current Year-to-Date – This total revenues and expenses for the year to date, represented in dollars and percent of sales
• Annual Budget Year-to-Date – The annual budget year-to-date values for revenues and expenses. Represented in dollars and percent of sales
• Current Period – The total revenue and expenses for the current period. Represented in dollars and percent of sales
• Budget Current Period - The total revenue and expenses budgeted for the current period. Represented in dollars and percent of sales
• Variance – The current year-to-date compared to annual budget figures.

Note: Report rows will print based on either the standard Net•Yield format (NET YIELD) or defined custom formats and will control what information is included in the report.

Note: The report will display any account for which there is either a non-zero budget value assigned, or non-zero actual balance in that period. If there is no budget value assigned and no activity for that account, the account will not print on the report.

Important: If you want to collapse the Cost Center rows, or subtotal the report by Cost Center, you must specify this when setting up the report.

For more information on Budget Reports - Monthly, see Using Budget Reports - Monthly

Security Required : Ledger - Ledger Reports