Expenditure Comparison Reports
The Expenditure Comparison Reports menu includes the following options to generate reports comparing the current year's budget, expenditures, balance, and percentage of budget spent against the same categories in the previous year:
Detail Exp(enditure) Comparison | Provides a detailed comparison of expenditures by budget unit. The default file name of the report is expcompd.rpt. |
Expenditure Comparison | Provides a comparison of expenditures by account. The option's page includes a Sort item for defining the sort order, totals, and page breaks. The default file name of the report is expcomp.rpt. |
Summary Exp(enditure) Comparison | Summarizes expenditure information by fund. The default file name of the report is expcomps.rpt. |
For the standard procedure for generating financial reports, refer to Financial Report Menus.
Menu Path: Fund Accounting > Reports > Expenditure Comparison Reports > select an option
Checkboxes
The following checkboxes may appear in a page's Additional Criteria section, depending on the option you are using:
Zero Balances | Select this field if you want the report to include fund groups that have zero balances in both the current and prior years. Leave the box blank to exclude these groups. |
Include Encumbrances | Select this field if you want the reported expenditures to include encumbrances. Leave the box blank to exclude encumbrances. |
Show Prev Year Accts | Select this field if you want the report to include previous year accounts. Leave the box blank to display only current year accounts. |