General Ledger > Budgets > Budget Reports

The Yearly Budget Total displays the annual budget amount for each GL Account ID included in a specific budget record. The budget record is prepared using the Budget Maintenance function.

This report has the following uses:

•To aid in verifying the completeness and correctness of the budget record.

•To serve as reference in monitoring the budgeted GL Account balance against actual operations on an annual basis.

To print the Yearly Budget Total, follow these steps:

1.Access the Yearly Budget Total from the Reports Main group under the Reports tab.

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

3.Click the List box button next to the Sort By field and select one of the following sorting options:

•Account ID

•Specific segment type such as Account #, Division or Department

4.Click the List box button next to the Layout field and select the option that you want to use.

5.In the Report Configuration section, define the desired range of GL Account ID or segment values.

Note: The available fields in this section will vary when you select different sorting options. This section will show the Account ID range if you chose the Account ID sorting option. If you chose to sort by any specific segment, the Report Configuration section will show all the GL segments set up for the company.

6.To select the budget information that you want to display in this report, enter your desired budget ID in the Budget ID field. Click the Lookup button to display a list of existing budget IDs; then, select by clicking the budget record.

7.Select any of the following report options:

oAll Accounts

Select this option if you want the report to display all GL Account IDs.

oBalance Sheet Accounts Only

Select this option if you want the report to display the GL Account IDs classified as balance sheet accounts.

oIncome Statement Accounts Only

Select this option if you want the report to display the GL Account IDs classified as income statement accounts.

oComprehensive Income Accounts Only

Select this option if you want the report to display the GL Account IDs classified as comprehensive income accounts only.

8.Click the Preview or Print button to preview or print the report.

The Yearly Budget Total function also provides you with flexibility to perform the following:

•Set up and save report configuration.

•Include notes in the printed report.

•Export the report to various supported file formats.

•Send the report as an attachment to an email.

•Drill down on certain fields in the report:

oAccount ID

The system displays the Account Profile when you double-click the GL Account ID in the report.

Yearly Budget Total

Yearly Budget Total

See Also