Using Budget Report - Monthly

1. When you first enter into the Monthly Budget Report option, a Select An Option window appears and displays the following choices:

• EXIT – Select EXIT to exit the Budget Report - Monthly option and return to the Ledger menu.
• ALL COST CENTERS – Select ALL COST CENTERS to print a monthly budget report for all cost centersCost centers are sub accounts used to identify a segment(s) of the business which require separate financial reports. defined in the system.
• A list of cost centers defined in the system

Select one, several, or all cost centers by highlighting the appropriate selection and pressing Enter. An asterisk (*) will appear next to the source indicating that it has been selected.

2. Once you have selected the desired cost center(s) select EXIT from this list to proceed further into the Monthly Budget Report option.

3. At the Period field, enter the appropriate accounting period for the report and press Enter or press Enter to accept the system default (the current accounting period).

Note: If specifying a previous period, the report will print through the last day of that period. If specifying the current period, the report will print up to the current system date.

4. If desired, the details of an account can be summarized into one line on the report by selecting Y (Y=yes) in the Collapse Cost Centers field. If set to Y (Y=yes), the cost center will be totaled for each account listed on the monthly budget report. If the field is set to N (N=no), all cost centers will print in detail.

5. Using defined custom formats (if you have previously defined any) you can choose to have the monthly budget report show a summary by cost center by setting the Sum by Cost Center field to Y (Y=yes).

6. A Select An Option window will appear with the following options:

• EXIT – Select EXIT to exit and return to the Ledger menu.
• NET YIELD FORMAT – Select NET YIELD FORMAT to print the report in the Net•Yield standard format.
• User defined custom formats (if you have previously defined any) – Select a user defined custom format if you do not want to use the Net•Yield standard format.

Select the appropriate option and press Enter.

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

Use the Available Actions link for more information.

Security Required : Ledger - Ledger Reports