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General Ledger Report with Budget info?

Last post 05-16-2008 12:42 PM by Terry Milius. 4 replies.
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  • 05-15-2008 5:47 PM

    General Ledger Report with Budget info?

    I am trying to creat a financial report that is basically the same as the General Ledger report, showing transaction level detail, DR/CR amount, & Net Activity. However, I would like to add Budget amount to it. I'm pretty handy with the financial report creator, but the lowest level of detail I can get down to is the Account level, not transaction. Using the General Ledger reporting tool, I can't find a way to add Budget info. Any ideas? Thanks
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  • 05-16-2008 9:53 AM In reply to

    • Terry Milius
    • Top 200 Contributor
    • Posts 35
    • Organization: Southern College of Optometry
    • Products:  The Financial Edge, The Raiser's Edge

    Re: General Ledger Report with Budget info?

    Under the general ledger report on the format tab under details, there is a box to include budget information for whatever scenario you pick. You can also select to see details if the account is a control account.

  • 05-16-2008 12:28 PM In reply to

    Re: General Ledger Report with Budget info?

    Well, that is just the bees knees.
  • 05-16-2008 12:33 PM In reply to

    Re: General Ledger Report with Budget info?

    It is showing 'Annual Budget' info. Is there anyway to get either 'Period' or 'YTD' budget?
  • 05-16-2008 12:42 PM In reply to

    • Terry Milius
    • Top 200 Contributor
    • Posts 35
    • Organization: Southern College of Optometry
    • Products:  The Financial Edge, The Raiser's Edge

    Re: General Ledger Report with Budget info?

    It's annual budget only.

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