Atrieve Finance

Budget GL Reporting

The BUDGET GL REPORTING menu provides four reports related to the budget GL Chart of Accounts.


1. Budget Summary Report

The BUDGET SUMMARY REPORT produces a report of all budget information on file and provides totals for a specified year.


2. Budget Parent/Subordinate Report

The PARENT/SUBORDINATE REPORT prints a listing of all parent accounts and their associated siblings.


3. Budget Detailed Chart of Accounts

The DETAILED CHART OF ACCOUNTS provides a listing of all BPS accounts with their associated alias codes and other GL information.

The reports include information on actual expenditures, original budget, approved budget, base budget, increased budget, deleted budget, new budget and the units qualifier, if any. The report may be selected for all budget accounts, or the user may specify a range of accounts to be used. The dictionary titling of accounts may also be selected, if desired.

ENTER STARTING GL ACCOUNT

Enter the GL account number to start this report.

<CR> to obtain a report starting at the first account on file.


ENTER ENDING GL ACCOUNT

Enter the GL account number to end this report.

<CR> to obtain a report ending at the last account on file.


BUDGET YEAR 

Enter the budget year you want to process.


BUDGET ID             

Enter the budget ID you want to process. It defaults to '0'. If you have only one ID, this entry is skipped and it assumes the value of '0'.USE DICTIONARY [Y/N] <Y>

Enter 'Y' or <CR> to use the dictionary descriptions. Enter 'N' if dictionary descriptions are not required.

THE FOLLOWING TWO PROMPTS ARE IN THE DETAILED CHART OF ACCOUNTS MODULE

 

INCLUDE SOFT DELETED ACCOUNTS

Enter 'N' or <CR> to exclude soft deleted accounts from the report.

Enter 'Y' to include all soft deleted accounts on the report. These will appear on the report with 'De' to signify they are soft deleted.


SELECTION CRITERIA CODE

Press <FIND> for valid GL selection criteria. See Appendix AB for information on adding/selecting GL selection criteria.

The detailed chart of accounts will only print for the account numbers included in the selection criteria specified.



4. Blank Budget Alias Elements Report

The BLANK BUDGET ALIAS ELEMENTS REPORT program will report all GL account numbers within the range specified that have blank budget alias levels  

ENTER SELECTION YEAR         

Enter the year the GL accounts are to be processed from. The system displays the current year from the master profile as the default. <CR> if the current year is correct.


ENTER GL ACCOUNT TO START WITH

Enter the GL account number to start this report. Blanks are not allowed and if entered, returns to the previous screen enter command. The GL account is not validated so all or part may be entered.


ENTER GL ACCOUNT TO END WITH

Enter the GL account number to end this report. Blanks are not allowed and if entered, returns to the previous screen enter command. The GL account is not validated so all or part may be entered.


DO YOU WANT TO CONTINUE? 

Enter <Y> to process the report or <N> to return to menu.