General Ledger > Reports >

Preliminary Budget

 

         

 

 

Overview

The Preliminary Budget report is used in conjunction with preparing your budgets for the next year. You are provided with information to help you in determining what the budget figures should be.

 

This Help page contains the following sections:

Filters and Options

Report

 

 

Filters and Options

 

This report runs based on your currently selected period. Change the currently selected period to run the report on a different period (More Information).

 

On the Filters tab select the levels you want to include on the report in the Account Structure area. The Account Number filter allows you to further narrow down which accounts you want to display on the report. Selecting any option other than Show All displays fields so you can input the numbers.
 

 

If you see companies listed in the Account Structure filter, see General Ledger Plus for information on running reports.

 

On the Options tab you have several Report Options:

 

Suppress Zero Balances

Show Account Numbers

Show Sub Accounts

Show Note Information

Wrap Account Description

Print in Landscape

Use Revised Budget For Prior Year

Include Prior Year Accounts Not In Current Year

 

Choose your Page Break Options: either none or Department. You can then select your Report Type:

 

Summary

Detail (Month By Month)

Total Lines Only

Detail (Actual vs. Proposed Budget)

Detail (Budget vs. Proposed Budget)

 

You can also customize what you want to display on the report by using your mouse to drag options horizontally between Available Options and Selected Options. You can also drag options vertically to re-order the Selected Options column. We recommend you drag items between the columns rather than using the ">>" and "<<" buttons since those buttons move all items.

 

 

 

Report

Click the Run Report button to display a preview of your Preliminary Budget report. You may also click the Clear Preferences link to reset all of your report preferences to their initial values. Once the preview displays you can navigate the pages, export to several formats (e.g., PDF, Excel, Word), and Print. Click Report Preferences on the blue bar above the report preview to return to Report Preferences or click the Close Report button to return to the main General Ledger page.

 

 

Compiled on 1/24/2018 8:42:27 AM