General Ledger - Budget Revision Report

 

Function

Use this task to create a copy of the generated budgets.

 

=> To access this task...

Select Budget Revision Report from the Budgeting menu.

 

GL Budget Revision Report menu

Budget Revision Report

 

In the Beginning/Ending Account field...

  • Leave blank to select the first/last account, or enter a beginning/ending account number for the report.

  • Click Click to select from a list of all valid accounts.

In the Wildcard Mask field...

Understanding Wildcard Masks

 

Certain tasks allow for the input of an account wildcard to enable you to select accounts that have common numbering as part of their identification. The wildcard can use the ‘?’ and ‘-’ characters; the '?' represents a single character, and the dash '-' is a literal. For example, assume an account mask set to 000-000, as is the case with standard demo data. If you want to select all accounts that end with '1', use the wildcard mask ???-??1. The question marks stand in place of the account digits; the dash is located as expected in the mask.

 

Align Fiscal Periods checkbox...

The checkbox is disabled if the fiscal calendars are the same, i.e. the periods are already aligned.

  • Mark the box to re-align periods in a previous fiscal year to match the current fiscal year's calendar in order to facilitate comparative financial reporting.

  • Unmark the box to perform no re-alignment.

Exclude Inactive Accounts checkbox...

  • Mark the box (default) to exclude inactive accounts.

  • Unmark the box to include all accounts.

In the Budget Codes fields...

Select the budget codes from the dropdown list for each of the 4 available fields.

  • Press [Enter] to accept the selection and move to the next column id field.

    • Cur Actual Amt

    • Cur Actual Unit

    • Cur Budget Amt

    • Cur Budget Unit

    • Pri Actual Amt

    • Pri Actual Unit

    • Pri Budget Amt

    • Pri Budget Unit

    • Nxt Actual Amt

    • Nxt Actual Unit

    • Nxt Budget Amt

    • Nxt Budget Unit

    • Best Case

    • Worst Case

    • Prior Down 15%

When finished making entries to the fields...

  • Click Save button to save the report settings.

  • Click Clear Form button to clear the form and begin again.

  • Click Run Process button to create the report.

Sample Budget Revision Report

 

  

See Output Options.



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