When you finish all your budget entry or you are finished at this point, be sure to click on Close button so that your budget detail will save and update in the financial system. Run Summary Reports --- May be used in your budget planning and/or may be used to review your final budget submission. Select the following path: Financial Management > Account Management > Reporting. Select Summary from the menu below and click on Run. Make sure the box is checked to view all reports and search for Marie Bunting, expand the list of reports for Wanda by clicking on the + sign. Scroll down the list of Wanda’s Reports and find the report titled: Rev & Exp Report - Budget Compare. Click on Run. Select the last Reporting of the Current Fiscal Year. So if working on Budget for 2018-19, Select August 2018, click on Print. (Always select August when running this report so it will include all expenditures for the prior year. If you use April, it will compare expenditures through April of each year.) Be sure to display on the Screen (Output) to view the report so you can make sure the information is what you want before clicking OK. The report will display to the screen. See the following page to see a sample report. The report includes all accounts you currently have security to view. If you see accounts that you should not have security for, please contact the Director of Accounting so that the accounts may be assigned to the correct person / department. The report includes history (actual expenditures for 2 years) Current Year Original Budget, Current Year Revised Budget, Current year activity (expenditures), and New Year Budget. Scroll over to to see additional columns on the report.
When you finish all your budget entry or you are finished at this point, be sure to click on Close button so that your budget detail will save and update in the financial system. Run Summary Reports --- May be used in your budget planning and/or may be used to review your final budget submission. Select the following path: Financial Management > Account Management > Reporting. Select Summary from the menu below and click on Run. Make sure the box is checked to view all reports and search for Marie Bunting, expand the list of reports for Wanda by clicking on the + sign. Scroll down the list of Wanda’s Reports and find the report titled: Rev & Exp Report - Budget Compare. Click on Run. Select the last Reporting of the Current Fiscal Year. So if working on Budget for 2018-19, Select August 2018, click on Print. (Always select August when running this report so it will include all expenditures for the prior year. If you use April, it will compare expenditures through April of each year.) Be sure to display on the Screen (Output) to view the report so you can make sure the information is what you want before clicking OK. The report will display to the screen. See the following page to see a sample report. The report includes all accounts you currently have security to view. If you see accounts that you should not have security for, please contact the Director of Accounting so that the accounts may be assigned to the correct person / department. The report includes history (actual expenditures for 2 years) Current Year Original Budget, Current Year Revised Budget, Current year activity (expenditures), and New Year Budget. Scroll over to to see additional columns on the report.
P%20-%20Budget%20Procedures%20-%20Budget%20Reports%20and%20Budget%20Entry.docx