To print a balance sheet or P&L for budget analysis
If you haven't already read the Month-end Procedures Overview, see Reviewing and adjusting budgets for more information.
The Index to Reports window should be displayed.
- Select the Accounts tab to display a scrolling list of reports that are associated with the Accounts Command Centre.
- Highlight the Balance Sheet (Budget Analysis) selection.
- Click the Customise button; the Report Customisation window appears. Check to be sure that the correct month has been selected for the report; also be sure that level 4 is selected, so you can see comparison information for all the accounts in your accounts list.
- Click OK to redisplay the Index to Reports window.
- Choose the Print button.
- Repeat the process from step 1 for the Profit & Loss (Budget Analysis) report.