defined in the system.
1. When you first enter into the YTD Budget Report option, a Select An Option window appears and displays the following choices: EXIT, ALL COST CENTERS, and a listing of all cost centers defined in the system.
If you select ALL COST CENTERS, the system will print a Budget Report for all cost centers. Or, you can select one or more cost centers by highlighting the appropriate line and pressing Enter. The system will assign an asterisk next to the source indicating that it has been selected. Repeat this process to include other sources to create a consolidated Budget Report.
2. Once you have selected the desired cost center(s) select EXIT from this list to proceed further into the YTD Budget Report option.
3. At the Period field, enter the appropriate accounting period for the report 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, you can summarize the details of an account into one line on the report by selecting Y (Y=yes) in the Collapse Cost Centers field. If set to Y, the cost center column will display as "//////" and cost centers 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 (as in the End of Day reports).
5. You can specify the report to print either Annual Budget values or Year-to-Date values in the last column by typing either A (A =annual) or Y (Y=YTD) into the Budget Column field, respectively. This allows you to see the Variance comparison based on either of these values.
6. 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".
7. A Select An Option window will appear, allowing you to exit the process, view the income statement using the Netâ˘Yield standard format (NET YIELD FORMAT), or print with user defined custom formats (if you have previously defined any). Select the option you want.
8. 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 below for more information.
| Available Actions | Printing |
Security Required : Ledger - Ledger Reports
| See Also |