To generate a List of budget accounts report

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This report lists the budget account codes along with the actual spent, the budget allocated and the balance.

1. From the top menu choose Reporting. On the Records tab choose Budgets and List of budget accounts.
2. In the Display section:
   • Choose if you want to include Outstanding orders and/or Unapid Sales Invoices
   • To display the search criteria on the report, tick the Search criteria box.
   • To add notes to the report, tick the Report notes box and enter the required text in the displayed box.
     
3. In the Detail options choose the report that you want to see
   • Monthly Analysis - shows the figures for the current period
   • Year to Date analysis - shows the figures YTD including the current period
   • Actual profiles - shows the month by month allocations includuing the profiles applied to each Budget Account
   • Actuals - Select summary or detailed report to show the actuals month by month, the summary report will show the Budget Headings whereas the detailed report will show all teh budget accounts.
4. In the Settings section, enter any criteria you want to apply to this report as follows:
   • Budget types - Choose to show either Current budgets or Fixed budgets.
   • Budget codes - To include only a section of the budget codes in the report, choose the first and last codes to include from the two drop-down lists.
   • Budget heading - To filter the accounts by a budget heading, select it from the drop-down list.
   • Budget group - To filter the accounts by a budget group, select it from the drop-down list.
   • Exclude inactive - By default inactive accounts are included. Click the switch to include them if required.
5. Click Generate report. The report opens in the Report viewer.