Topic Options
#38452 - 09/09/13 02:23 PM Printing Budget info
FinanceAssistant Offline
Adagio Groupie

Registered: 03/26/13
Posts: 17
Loc: BC
We would like to print the budget for each department along with the actuals to date. Is there a report available for this?

Top
#38454 - 09/09/13 02:42 PM Re: Printing Budget info [Re: FinanceAssistant]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11565
Loc: Vancouver, BC Canada
To get the budgets and the actuals on a single report, this is a fairly easy thing to do with the Financial Reporter. Either consolidated for all accounts (within a range if desired) for each department, or showing detailed accounts within the departments. Or both, toggling back and forth between the consolidated and detailed views. This is your best bet, especially since you can customize the layout of which accounts and departments to include and how the information is organized.

If you just wanted a quick output for a single specified account-department, this can be done using the Excel Direct button on the View Budgets/Forecasts screen within the View Transactions/Budgets area of Ledger.

The standard budget listing report within Adagio Ledger does not also print the actuals to date on the same report.
_________________________
Regards,
Softrak Tech Support

Top
#38456 - 09/09/13 04:57 PM Re: Printing Budget info [Re: Softrak Support]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
If you want a one line summary for each department, this statement from the Sample Data will give you that. Just replace the account ranges with those used in your chart.


Attachments
GL!DepartmentSummary2.zip (36 downloads)

_________________________
Andrew Bates

Top


Moderator:  Christa_Meissner 
Who's Online
1 registered (Patricia B.), 55 Guests and 0 Spiders online.
Key: Admin, Global Mod, Mod
Forum Stats
1865 Members
5 Forums
14478 Topics
70712 Posts

Max Online: 432 @ 01/20/25 10:17 PM
May
Su M Tu W Th F Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31