General Ledger: Budget Proof Listing General Ledger: Budget Proof Listing
The Print A Budget Listing button in the General Ledger Account Budget screen allows a listing of all budgets to be printed for each account for all accounting periods.
The tabs are for sorting by Report Title, by User ID, and by Modify Date. These will be useful when the list of reports has grown.
Insert or Change (button)
To modify the information used in generating the report, press the Insert button or highlight the desired report title and press the Change button. For more information, see Insert or Change a Budget Proof Listing Report
Press the Delete button and the following screen comes into view. Press the Yes button and the highlighted record will be deleted and the previous screen comes into view. If the No button is pressed, the program returns to the previous screen.
To print a report, press the Print button. For more information, see Printing Reports.
Report Description: Budget Proof Listing
Report Sample: Budget Proof Listing
Note: If the message "Nothing to Print"comes into view when the Print button is pressed, there are two main causes:
A. There is no information within the selected limits. Remove all limits, then, one at a time, reinsert the limits. If the report still will not print, insert a new report title.
B. No report title is selected. The report title is used to store the selected limits. A report title must be selected in order for the report to print.
This button closes the program and returns to the main screen.
Insert or Change a Budget Proof Listing Report
To Insert or Change a report, press the appropriate button and the following screen will come into view. This screen displays the possible limits that may be set. No limits should be set if a complete listing of every budget in the Budget File is desired. Several limits may be set to narrow the list down to a very small range of transactions.
Following is a description of each of the limits. Check the appropriate boxes and enter the desired limits. When all desired limits have been set, press the OK button to save the settings. Press the Cancel button to return to the browse screen without saving the settings.
Report Title
The title of the report. Warning: The title is used to store the selected limits. If no title is entered for the report, the message "Nothing to Print" will come into view when trying to print the report.
User
Enter the User ID of the report creator.
Lock (check box)
If this option is selected, only the User listed in the User field can change or delete this report.
To print all Fiscal Periods, do not check the Select Fiscal Periods box.
Select Fiscal Periods (check box)
Activates the ranges defined on the next lines. This option may be used to limit transactions to a particular fiscal period or range of fiscal periods. To limit transactions to a particular fiscal period, enter the first and last periods of the desired fiscal periods. To limit transactions to a single fiscal period, enter that period in both the From and To fields.
From
Selects the first period in a range of fiscal periods or a single fiscal period. Enter the fiscal period or press the lookup button and the Fiscal Period Maintenance screen comes into view. Highlight the desired period and press the Select button.
To
Selects the last period in a range of fiscal periods or a single fiscal period. Enter the fiscal period or press the lookup button and the Fiscal Period Maintenance screen comes into view Highlight the desired period and press the Select button.
Select Accounts (check box)
Activates the ranges defined on the next lines. This option may be used to limit transactions to a particular general ledger account or range of accounts. To limit transactions to a range of general ledger accounts, enter the first and last numbers of the desired range. To limit transactions to a single general ledger account, enter that account number in both the From and To fields.
From
Selects the first general ledger account in a range of accounts or a single account. Enter the general ledger account or press the lookup button and the General Ledger Account screen comes into view. Highlight the desired account and press the Select button.
To
Selects the last general ledger account in a range of accounts or a single account. Enter the general ledger account or press the lookup button and the General Ledger Account screen comes into view. Highlight the desired account and press the Select button.
Include Accounts With No Budgets (check box)
If only a few accounts have budgets, only those accounts may be printed. If all accounts should have a budget, this option will help identify accounts that have not been assigned a budget.
Click this button to save the current settings and print the report immediately, without having to return to the Report Title browse window.
Report Description - General Ledger Budget Proof Listing
The heading for this listing consists of the title, the date, the time and the company name. If more fiscal periods are to be printed than will fit on a page, the system will number the pages to make the listing easier to read. The same accounts on page 1-A will be found on all pages 1-x. The listing will have the account number, name and up to 6 columns of budgets on each page. The first page will also have the total budget amount for the range of fiscal periods requested. If more than five fiscal periods are requested, the second page printed will be numbered 1-B (etc.) and will list the account number and name and then continue printing the next fiscal period. If another page is needed to finish printing the account budgets, a ‘+’ will be printed to the right of the last column. The page number is listed at the bottom of the page.
Account #
This column contains the account number.
Description
This column is the account name or description.
Range Total
This column is the total of the budgets for all fiscal periods listed. If an annual budget is desired, all fiscal periods in the fiscal year should be printed.
Budgets by Fiscal Period
The name and number of all fiscal periods requested on the listing are printed. This column contains the budgeted dollar amount for the corresponding fiscal period and account.
+ (More)
This sign in the far right column indicates that there are more fiscal periods listed for this account on the next page
Report Sample - General Ledger Budget Proof Listing
