What This Report Shows
This is a combined budget report that shows an account code's original budget, amendments made to that budget and the current appropriation/estimated revenue year-to-date. The report is sorted by expenditure and revenue reference types (if no reference types are assigned to the account codes, the report will lump all account codes together based on account type). The Fund Balance-Budgetary Control (the difference between appropriation and estimated revenue) for a fund is also calculated and displayed at the bottom of the report.
Best Practices
- Account Managers - Accounts can be ranged based on account managers assigned to each account code. Separating accounts based on account managers can allow users to see which accounts they are/were responsible for.
Requirements
- Existing Amount - A year-to-date or amendment amount must exist for that account code to show on the report. If neither amount exists for any account code, possibly due to a budget having not been entered yet, the red error screen will appear and the report will not run.
Combined Budget Report with Amendments by Reference Type
- Finance → Financial Management → Reports → Summary → Combined Account Type → Combined Budget Report with Amendments by Reference Type
- Fill in the appropriate fiscal year.
- Range accordingly if necessary.
- Click Select (Process wheel).
| FIELDS | Opt. | Rec. | Req. | Description |
|---|---|---|---|---|
| Reset Group Defaults | ♦ | — | — | Group defaults can be setup to populate certain fields based on what was saved previously |
| User Defined Report Title | ♦ | — | — | An optional report title |
| Fiscal Year | — | — | ♦ | The fiscal year information from balance sheet account year masters is pulled from |
| Reference Type Totals Only | ♦ | — | — | Set to TRUE if one total amount for each reference type or account type is desired |
| Range Criteria | ♦ | — | — | Range accordingly if necessary |