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Budget Vs Actual Report - Financial Reporter

Posted By Muhammad Mughal 5 months ago

Hello , i am running the Budget vs actual report on financial reporter.
our fiscal period is April to march but when i run the report lets say on December it shows budget only up to December, is there a way i can run the reports any months and it compares actuals up to December vs with total annual budget.

thanks very much

0 Django 5 months ago

One way is to make use of the PA formulas:

=@FRAMTA("NET1PA")

This will give you the value from 1 period ago. NET2PA will give you the value from 2 periods ago. This will allow you to build a financial report with period columns that are relative to the period that you're generating the financial report for.
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0 Terry Gair 5 months ago

What about using 1BALY to give you the total for the year for the budget set if you are looking for the current year budget total.
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Sage 300

Budget Vs Actual Report - Financial Reporter

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