Budget Variance Tab

eFinancials—Reports—AP Reports—Budget Variance or
ePO—Reports—Budget Variance

Note

Clicking on the Budget Column will drill down to the GL Report Budget Detail report, which is run based on selected EntitiesCompanies. For more information about drill downs for the Budget Variance report, refer to the AP Reports Introduction.

This report provides variance information on budgets. You can run the report for month to date or year to date. Selection parameters include fiscal year and period. The report displays, by account, the budget for the month or year, as well as dollar amounts for open purchase orders, pending purchase orders, invoices, and the remaining budget amount. An optional selection parameter allows you to include unapproved transactions.

Note

Before generating this report, you must have set up report formats.

From the eFinancials menu, select Reports—AP Reports—Budget Variance. Or, from the ePO menu, select Reports—Budget Variance.
Click Select PropertiesCompanies. Select the propertiescompanies for which you want to print the report and click Save.
From the Fiscal Year field, type the year for the report (for example, 2008).
From the Period field, type the period for the report (for example, 2).
From the Type field, select the MTD radio button for Month To Date. Or, select the YTD radio button for Year To Date.
From the Report Format drop-down list, select a format.
To include unapproved transactions on the report, select the Include Unapproved Transactions check box.
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.

AP: Budget Variance Report Tab