PowerSchool ERP Budget Preparation

Expenditure Budget Option

Use this option to generate a detailed report comparing your prior and current year expenditure budgets with your requested, recommended, and approved budgets.

The Expanded Expenditure Budget Report page provides a Sort item for defining the report's sort order, the organization levels to use for totals, and the levels where page breaks should occur.

Important

The sort order, totals, and page breaks in the Report Sort/Total page significantly affect the report's layout. Therefore, we recommend that you use the Sort item to review the page's current settings before running a report. If needed, you can enter different settings.

Menu Path:  Budget Preparation > Reports > Expenditure > Expenditure Budget

Generating the Expanded Expenditure Budget report

  1. Select Budget Preparation > Reports > Expenditure > Expenditure Budget

  2. In the Report Criteria section, enter criteria identifying the records to include in the report. To perform an advanced search, use the Advanced button.

  3. Click OK.

  4. In the Print window, specify how to generate the report, and then click OK. The report's default file name is expbud2.rpt.