What This Report Shows


  • This report combines expenditure and revenue accounts for a selected fiscal year.
  • The information is sorted by expenditure and revenue reference types.
  • Detailed amounts by account code can print or reference type totals only.


Requirements


  • Year-To-Date/Amendment Amounts - For records to select, there must be a year-to-date amount or amendment amount.


Combined Report by Reference Type


  1. Finance → Financial Management → Reports → Summary → Combined Account Type → Combined Report by Reference Type
  2. Fill in the appropriate fiscal year.
  3. Range accordingly if necessary.
  4. Click Select (Process wheel).


FIELDSOpt.Rec.Req.Description
Report Title♦——An user-defined report title
Fiscal Year——♦The fiscal year information from expenditure and revenue account year masters
Select Inactive Accounts♦——Set to TRUE to show inactive account information
Select Active Accounts——♦Set to TRUE to show active account information
Reference Type Totals Only♦——Set to TRUE to show totals by reference type instead of showing the account codes associated
Range Criteria♦——Range accordingly if necessary
Opt. = Optional  Rec. = Recommended  Req. = Required