Expenditure Comparison Report - Instructions

Use the Expenditure Comparison Report to compare spending patterns for a specified general ledger period over the last three years.  The report lists appropriation accounts and the budget amounts vs. actual paid amounts.  Both budget and paid amounts print from the Appropriation Monthly Master where paid amounts are updated, by general ledger period, during the A/P Payment Post routine.  Variance percentages are calculated by account.  All dollar figures are rounded up to the nearest dollar.  The Expenditure Comparison report is similar to the Monthly Expenditure Report, which lists the same type of information, but in a slightly different format.  You see only the specified year with the specified general ledger period figures along with period-to-date amounts whereas this report shows all three years at once for the specified general ledger period.

Tips:

• Notes about Expenditure Comparison Report information:

• Actual paid figures are not affected by revenues posted against appropriation accounts.  If there is a revenue amount on an appropriation monthly master, it will not print on the report or affect the amount in the Actual column.  

• Budget figures display from the Budget Masters approved amount.  If the budgeting module is not used, budget amounts need to be entered manually on each account.

• For more information about running reports, see Print View.

• At the Report Writer window, you can change the selection and sort options for the report.  For more information, refer to the Report Writer Overview.

Directions:

To see directions for...

• Opening the Expenditure Comparison Report, click More.

   

  1.  Click Fund Accounting from the Menu Bar.

  2.  Click Reporting.

  3.  Click Expenditure Comparison Report.
  
  Or, use the keyboard shortcut:  [ALT] [u] [r] [c].

   

  Expenditure Comparison Report Window Example:

  

   

• Choosing the Selections at the Prompt Window, click More.

   

  Expenditure Comparison Report Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  GL Period	To select the desired GL Period, click a choice in the drop-down list. Tip: Only one period prints per report.
  Print Totals Only	To only print Department totals, click to select this box. To print expenditure detail as well as, Department totals, de-select this box.
  Report Heading Line 1	Enter the first line of an additional report heading. (up to 40 characters) Tip:  In addition to the company name and the report title, you can maintain two report headings to print.
  Report Heading Line 2	Enter the second line of an additional report heading, if desired. (up to 40 characters)
  	To generate the report, click Continue or press [ENTER]. Keyboard shortcut: [ALT + o]
  	To escape from the print routine, click Cancel. Keyboard shortcut: [ALT + c]

   

  After clicking Continue, you can maintain the Report Writer information.

  

  Expenditure Comparison Report Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Report Writer	Review the Report Writer prompts and make changes, if applicable. Note:  For more information, refer to the Report Writer Overview.
  Printer	Displays the default printer number.  For more information, see Printing Options. Keyboard shortcut: [ALT + p]
  	To generate the report, click OK or press [ENTER]. Keyboard shortcut: [ALT + o]
  	To escape from the print routine, click Cancel. Keyboard shortcut: [ALT + c]

   

• Report Sample(s), click More.

   

  To see an example of the report, click Expenditure Comparison Report Sample.