What This Report Does
- This report will show the Original Budget amount, Amendments to the Original Budget, Appropriations, Outstanding Encumbrances, Expenditure Year-To-Date, Available Balance and Percentage Used for the fiscal year selected.
Best Practice
- Monthly reports - the user should run this report at the end of every month to review monthly activity.
- Posted - The summary reports should always be ran for Posted amounts.
Expenditure Summary w/ Amendments Report
- Finance → Financial Management → Reports → Summary → Expenditure → Summary w/ Amendments
- This report shows a brief summary of expenditure account codes along with budget amendments for selected fiscal year, ranging on different options..
- Once the necessary ranging options are used, click Run Report.
Select and Sort
| FIELDS | Opt. | Rec. | Req. | Description |
|---|---|---|---|---|
| Selected Fiscal Year | – | – | ♦ | The fiscal year selected for viewing |
| Sub-Title | ♦ | – | — | A user-defined name for the report |
| Show Zero Accounts | ♦ | – | – | When True, includes account codes with zero activity |
| Dump Code Details | ♦ | – | – | Displays the full account code along with its amount |
| Select Active Accounts | — | ♦ | — | Shows all active accounts |
| Select Inactive Accounts | ♦ | — | – | Shows all inactive accounts |
| Select Active Account Years | — | ♦ | — | Shows all accounts with active account years for selected fiscal year |
| Select Inactive Account Years | ♦ | – | — | Shows all accounts with inactive account years for selected fiscal year |
| Selected Amended Amounts | — | ♦ | – | Shows all accounts with amended flag in account master active |
| Selected Non-Amended Amounts | ♦ | — | — | Shows all accounts with amended flag in account master inactive |
| Optional Sort Level | — | – | ♦ | Allows for sorting based on dimensions |
Range
| FIELDS | Opt. | Rec. | Req. | Description |
|---|---|---|---|---|
| Range Criteria | ♦ | – | – | Range Accordingly |
| Opt. = Optional Rec. = Recommended Req. = Required | ||||