Finance Book

Use the drop-down list box to select the finance book for which the budget vs actual report has to be viewed. All the finance books that have been deployed in the login organization unit of the company for the selected business unit will be available for selection in the ascending order.

Finance Year

Use the drop-down list box to select the financial year of the company for which you want to view the report. All the financial years till the current financial year will be available for selection in the ascending order. This field defaults to the year corresponding to the system date.

Financial Period From

Use the drop-down list box to select the financial year from which details have to be considered for the report.  The system lists all the financial periods that are applicable for the selected finance year and that are within the current system date. This field defaults to the period corresponding to the system date.

To

Use the drop-down list box to select the financial year till which details have to be considered for the report.  The system lists all the financial periods that are applicable for the selected finance year and that are within the current system date. This field defaults to the period corresponding to the system date. Ensure that the value selected here is later than the value selected in the "Financial Period From" field.

Comparison Financial Year

Use the drop-down list box to select the year with which budget details have to be compared. All the financial years till the current financial year will be available for selection. The system leaves this field blank by default. The year selected here cannot be later than the financial year.

Comparison Financial Period From

Use the drop-down list box to select the financial period from which details have to be considered for comparison. The system loads all the financial periods that are applicable for the selected comparison financial year. The system leaves this field blank by default. The system displays the latest available period by default, if the “Comparison Financial Year”  field is blank. Ensure that the value selected in this field is earlier than the value selected in the “Finance Period To” field.

To

Use the drop-down list box to select the financial period till which details have to be considered for comparison. The system loads all the financial periods that are applicable for the selected comparison financial year. The system leaves this field blank by default. The system displays the latest available period by default if the “Comparison Financial Year” field is blank. Ensure that the value selected here is later than the value selected in the “Comparison Finance Period From” field.

Account Code From

The starting account code in the range of account codes for which the report has to be generated.

To

The ending account code in the range of account codes for which the report has to be generated.

Include Comparison

Use the drop down list box to specify whether comparison details have to be printed in the report. The system lists the options “Yes” and “No” and sets the field to "No" by default. Ensure that the "Comparison Financial Year" field is not left blank, if this field is set to "Yes".