Costpoint Help

Compare General Ledger Actual To Budget Activity

Use this screen to view year-to-date general ledger information and budget information entered on the Manage Organization/Account Budgets screen. You can compare the ledger information to your year-to-date budget data, if any, and to the prior year's year-to-date balances. This screen also displays the variance between your actual and budgeted data.

To display data in the table window, click on the table window toolbar and enter selection criteria. You can then use the Period subtask to drill down to specific period information with similar budget comparisons. From there, you can use the Posting, Transactions, and Labor subtasks to drill down even deeper.

Only transactions posted before the most recent execution of the Create General Ledger Report Tables process are included in the data available in this screen. To ensure that you are viewing the most current information, post all transactions and run the Create General Ledger Report Tables process before you use this screen.

Note: You can apply organizational security to this screen. Use organizational security to grant or deny rights for individual users to view or update information for specific organizations. For more information about organizational security and how to apply it, see the related topic on Organizational Security.

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Display the Compare General Ledger Actual To Budget Activity Screen

You access the Compare General Ledger Actual to Budget Activity screen from the Accounting domain.

Contents of the Compare General Ledger Actual To Budget Activity Screen

Use the fields and options to configure the Compare General Ledger Actual to Budget Activity screen.

Table Information for the Compare General Ledger Actual To Budget Activity Screen

The information on this inquiry screen and its subtasks comes from the following tables:

Subtasks of the Compare General Ledger Actual to Budget Activity Screen

The Compare General Ledger Actual to Budget Activity screen has the Period and Transaction subtasks.

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Inquiries