The Preliminary Budget report is used in conjunction with preparing your budgets for the next year. You are provided with information to help you in determining what the budget figures should be.
Filters
| This report runs based on your currently selected period. Change the currently selected period to run the report on a different period (More Information). |
- Complete the following filters as needed.
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- The Account Number filter allows you to further narrow down which accounts you want to display on the report. Selecting any option other than Show All displays fields so you can input the numbers.
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- Account Structure - select the levels you want to include on the report.
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| If you see companies listed in the Account Structure filter, see General Ledger Plus for information on running reports. |
Options
- Complete the following options as needed.
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- Change Appearance? - Check the box in order to change the font type and size. There is also a drop-down option to control the white space between the columns by a percentage.
- Banded Rows?
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Report Options:
- Suppress Zero Balances
- Show Account Numbers
- Show Sub Accounts
- Show Note Information
- Wrap Account Description
- Print in Landscape
- Use Revised Budget For Prior Year
- Include Prior Year Accounts Not In Current Year
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Page Break Options:
- none
- Department
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Report Type:
- Summary
- Detail (Month By Month)
- Total Lines Only
- Detail (Actual vs. Proposed Budget)
- Detail (Budget vs. Proposed Budget)
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- Available Options and Selected Options - You can also customize what you want to display on the report by using your mouse to drag options horizontally between Available Options and Selected Options. You can also drag options vertically to re-order the Selected Options column. We recommend you drag items between the columns rather than using the ">>" and "<<" buttons since those buttons move all items.
Report
- Click the Run Report button to generate a preview of the report. Refer to the Report Preview help page for more information. Click the Clear Preferences link to reset all of your report preferences to their default values if needed.
- Click the Close Report button to return to the dashboard.
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