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This page is currently being edited by {{ model.editingBy }}.SmartFusion Modules -> Accounting -> Budget Prep
Recent Change
6.228 - Added the grid reporting
6.206 - "Account Description" text set to darker in reports.
6.193 - Changed note font on report to be bold and italicized
6.188 - Handled "Track in BP" checkbox on filter, if checked the fund accounts will show on resulted data.
6.162
- Added the ability to include inactive accounts
6.153
- Account Number and description adhere to the style guide size and black
- Note field is a size bigger
- Group footer headings adhere to style guide size.
- Descriptions are no longer proper case and will no longer be cut off
6.145 - Fixed an issue where when the "Include budget details" check box was checked it was not displaying the details for accounts with blank budget type.
6.63 - Corrected the misspelled 'Exependiture'
5.27:
- Adjusted Emphasis & Position of Monthly & Budget Detail tables for readability
- Adjusted Detail report section labels and subtotal labels
- Fixed an issue with the blank worksheet format page breaking incorrectly
- Unbolded Summary Report details for readability.Introduction
This report allows users to view their annual budget and compare the estimate to the actual amounts of other years.
Explanation
User Inputs
Select report sequence - determines the sorting and grouping of the report.
Select output option - available values are Detail and Summary. Detail will show each account and will have the totals. Summary will only show the totals.
Enter range to include
- BP fiscal year to process
- Enter range of criteria to process
Amended or original budget
Actual current year end date - used in the report to determine the actual amount
Include estimate - adds the estimate values to the report
Print note field - will display the note for the Budget Prep Account. The notes field is expandable. It will display the entire note field.
Include encumbrances in actual amounts
New page for each primary sequence - Page Breaks the report at each new primary sequence.
Print zero amounts - by default $0.00 will print as blanks unless this is checked
Include monthly allocations
Include budget details
Include inactive accounts
Print worksheet format - will print lines for each column where there are no values so the user can print the report and manually write in the values
Print blank worksheet format - will have blank columns and add lines where the user can manually write in the values when printed