Company Budgets report

Use this report to review your company budget for the year. For each financial account, it lists a total and amounts for each month.

Audience

Principal

Accounting

CPA

Producing the report

From the > Reports menu, click Financial > Company Budgets.

Report options

Option

Description

Company

Multi-company only. The report contains information for all companies in your organization, unless you select a specific company in this field.

Month

The report contains information for the current year, unless you select a different time period in this field.

Accounting basis

The report reflects amounts for an accrual accounting basis, unless you select the cash accounting basis.

After changing report options, click (Refresh). 

Customize options

Option

Description

Report title

You can change the title of the report.

Print all accounts

If selected, it prints all accounts, even those without any budgets.

Print customize options on report

If selected, it prints a list of the options that you select.

Report contents

Column

Description

Total

The total budgeted amount for the financial account

Month

The budgeted amount for each month of the year