Open topic with navigation
GL: Budget Detail
Make the following menu selections to display this tab:
eFinancials—Reports—GL Reports—Budget Detail
or—Reports—Budget Detail
Use this tab to print a general ledger budget detail
report.
Report
Description
This report displays detail information for the budgeted
amounts for each period in the fiscal year.
NOTE that the report can be run for multiple entitiescompanies with the same Budget Version ID.
To
Print the Report
- From the eFinancials
menu, select Reports—GL Reports—Budget
Detail. Or, from the ePO menu, select Reports—Budget
Detail.
- Click Select
EntitiesCompanies.
Select the entitiescompanies
for which you want to print the report and click Save.
- From the Fiscal
Year field, type the year for the report (for example, 2010).
- If you have separate
budgets set up for eFinancials and ePO, at Budget
Source select a budget source for this report. If you do not use
separate budgets, this field does not appear.
- From the Budget
Version ID field, click the Lookup icon
to display
the Select Budget Version Tab
and select a budget version.
- From the Account
From field, use the Lookup icon to display the Select GL Account Tab and select
a starting GL Account number for the range. Repeat for the Account
To field to select an ending GL Account number for the range. If
the fields are blank, the report prints for all GL Accounts.
- Select
one of the following report printing options:
- PDF
Format: Print the report in PDF format for use in a PDF viewer,
such as Acrobat.
- Create
Spreadsheet: Prints the report in an Excel spreadsheet.
- Click Print.
If you selected Create Spreadsheet, you are prompted to open or save the
report Excel file. Otherwise, the report opens in PDF format.
See Also
Reports Introduction