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Profit & Loss w/Budget Comparison

This Help File Page was last Modified on 03/04/2014

Profit & Loss w/Budget Comparison

This Help File Page was last Modified on 03/04/2014

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Profit & Loss w/Budget Comparison

This Help File Page was last Modified on 03/04/2014

Previous topic Next topic  
The Profit & Loss with Budget Comparison report (may be referred to as an Income Versus Budget Report) compares Revenue to Expenses for All or a selected set of (one or more) Departments, for the Current Month and Year to Date, or optionally for a selected Month and Year to Date; reporting the Budget Variance for each General Ledger Account and/or Account Group.
On the Main Menu, Select Reports and Choose the General Ledger sub-menu, then Click Profit & Loss w/ Budget Comparison.

 

P&L with Budget Comparison tabs - There are three tabs on the Profit & Loss Comparison dialog.
Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

 

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P&L with Budget Comparison - Options tab

 

Report for: - By default, the Income Versus Budget Information from the Current Month and Year to Date will be presented but either of these may be changed, if required.
Month: - Use the Drop-Down Selection List to Choose a different Month.
Year: - Use the Drop-Down Selection List to Choose a different Year.
Report Type - There are two report types available:
Detail - Lists Income Versus Budget Information for each Department and General Ledger Account combination with Account Group sub-totals.
Summary - Only lists Income Versus Budget Information sub-totals for each Department, then sub-totals for Sales/Revenue and Expenses.
Departments - By default, the Financial Information from All Departments will be reported.
Specific - To specify a specific Department to be reported (i.e., one Department and All Divisions):
oClick the Specific button.
oUsing the Drop-Down Selection List provided, Choose the desired Department.
oTo Select the order in which the data will be listed within the Drop-Down Selection List field, Choose the field name to Search By (thereby setting the order that the data in the Drop-Down Selection List will be presented):
a)Right-Click within the Drop-Down Selection List field to display the Search by... option.

 

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b)Click on the Right Arrow to display the Order Options list.
c)Choose the preferred option.
oThe Name or Number of the Selected Department will be inserted into the Specific field.

 

Divisions - By default, the Financial Information from All Divisions will be reported:
Specific - To specify a specific Division to be reported (i.e., one Division and All Departments):
oClick the Specific button.
oUsing the Drop-Down Selection List provided, Choose the desired Division.
oTo Select the order in which the data will be listed within the Drop-Down Selection List field, Choose the field name to Search By (thereby setting the order that the data in the Drop-Down Selection List will be presented):
a)Right-Click within the Drop-Down Selection List field to display the Search by... option.

 

HelpFilesSearchByOption

b)Click on the Right Arrow to display the Order Options list.
c)Choose the preferred option.
oThe Name or Number of the Selected Division will be inserted into the Specific field.
Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print (to a File or a Printer) this Profit & Loss with Budget Comparison.

 

The Preview tab presents the report which resulted from the Options you've selected.
Up Arrow/Down Arrow - hi - Moves the report one line up, or one line line down, respectively.
Page Up/Page Down - Moves the report to the previous or next page, respectively.

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Profit and Loss w/ Budget Comparison - Preview

 

Arrows - The arrows allow you to move back and forth, from page to page.
Number - Indicates the page number you are viewing.
You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.
If you enter an invalid page number, it will be ignored.
Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.
Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).
Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.
Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

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When you Click the Zoom To Percentage button, the Percentage selector will be displayed.
You may then Click the Up  or Down arrows to set the exact amount of Zoom you want.
Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Profit & Loss with Budget Comparison, and may also be converted to a PDF or various other types of documents, or into an Excel® Spreadsheet file.
Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.
Exit the Preview tab by Clicking the Close button x on the right at the top of the Form.

 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

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Profit and Loss w/ Budget Comparison - Data View

 

Arrows - Click the arrows to move through the record.
Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons):
Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.
Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.
Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.
Exit the Data View tab by Clicking the Close button x on the right at the top of the Form.