Exact Globe+

Printing budget overviews

Menu path

System ➔ Finance ➔ Budgets

Introduction

This document provides you the steps to printing project budget overviews.

What version are you using?

The information in this document is applicable to product update 407 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I print budget overviews for projects?

In the overview of budget entries screen, define the search criteria.
Click Refresh.
Select the relevant budget entry line.
Click Print.
In the Financial entries screen, define the relevant options.
Click Start, and the budget overview will be displayed.
Click Print.

Fields

Range section

Budget scenario

Type or select the budget scenario to be displayed in the budget overview.

Active scenarios

Select this check box to display all active budget scenarios in the budget overview.

Year

Type the range of financial years to be displayed in the budget overview. Select All to display all financial years in the budget overview.

Period

Type the range of financial periods to be displayed in the budget overview. Select All to display all financial periods in the budget overview.

Layout section

Totals

Select the total type to be displayed in the budget overview. The available options are:

Yearly totals – Select this option to display the yearly totals in the budget overview.
Period totals – Select this option to display the period totals in the budget overview.

Note: The Period totals option is only applicable when budgets have been defined for each period. The budgets can be defined for each period via Finance ➔ General ledger ➔ Chart of G/L’s, in the Budgets tab of the general ledger maintenance screen.

Currency

Select the currency type to be displayed in the budget overview. By default, Default currency is displayed.

Options section

Actuals

Select the type of data to be displayed in the budget overview. The available options are:

None – Select this option to display only budgeted quantities and budgeted amounts.
Budgeted – Select this option to display budgeted quantities, budgeted amounts, realized quantities and the deviation. By selecting this option, only realizations for which budgets have been created will be displayed.
All – Select this to option to display budgeted quantities, budgeted amounts, realized quantities, realized amounts, and the deviation. All realizations that match the specified criteria will be displayed, including the realizations for which no budgets have not been created.

Unprocessed

Select this check box to display unprocessed financial entries in the budget overview.

Sorting section

1 – 6

Select the order of information to be displayed in the budget overview. The information in the budget overview can be sorted by the following options:

General ledger account
Debtor
Creditor
Item
Employee
Cost centre
Cost unit

For example, by selecting General ledger account at the first field, and Debtor at the second field, the general ledger account details will be displayed first in the budget overview, followed by the budget and actual details from the debtors.