Versions Compared

Old Version 7

changes.mady.by.user Moriah Yorkey

Saved on

compared with

New Version 8

changes.mady.by.user Knowledge Assistant

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

...

...

...

...

...

...

...

...

...

...

...


Panel
borderColor#03396c
titleColorWhite
titleBGColor#03396c
titleDescription of Issue

How do I run the YTD Budget Report?


Panel
borderColor#03396c
titleColorWhite
titleBGColor#03396c
titleContext

YTD Budget Report


Panel
borderColor#03396c
titleColorWhite
titleBGColor#03396c
titleCause


...

Panel
borderColor#03396c
titleColorWhite
titleBGColor#03396c
titleResolution

General Ledger Menu > Inquiries and Reports > YTD Budget Report

Click 
  1. Click Search
  2. Enter criteria for the accounts needed. (Org/Obj/Project, Fund,  Full Account code, etc.)
  3. Click Accept
Click 
  1. Click Report Options, update as needed
Under 
  1. Under Additional options
 update
  1.  update as needed. 
  2. Click Accept
  3. Click Back
Click 
  1. Click Display


Panel
borderColor#03396c
titleColorWhite
titleBGColor#03396c
titleAdditional Information

How do I schedule the GL The YTD Budget Report can be run for prior years through 1998, Current year and Next year.                     

Schedule a budget report to be emailed monthly

See additional information for options available in the YTD Budget Report here (p8): Connect 2023 Out of the Box Standard Reporting Tools Standard Reporting Tools for General Ledger and Budgetand Budget