Report - Auditor Request - Expense or Revenue by Fund for Budget and Actuals





Description of Issue

Auditor is looking for reports for Budget and Actuals by account type for funds



Context

YTD Budget Report (Year to Date)



Cause

Auditor wants to see financial data displayed in a certain format



Resolution

Use the YTD Budget Report (Financials > General Ledger Menu > Inquiries and Reports > YTD Budget Report) to select account type for needed fiscal year and update report options to match auditors requirements for output



Additional Information

Contact Munis Financial General Ledger Support if unable to configure as needed.

Other options for reports would be Flexible Period Report (Financials > General Ledger Menu > Inquiries and Reports > Flexible Period Report) or Account Inquiry (Financials > General Ledger Menu > Inquiries and Reports > Account Inquiry).