How do I Run a Budgeted Financial Statement for Non-Accountants

Overview:

At times, you may want to present the Budgeted Financial Statement to a group of non-accounts. This tutorial walks you through printing the Budgeted Financial Statement in an easy to understand format.

For a visual tutorial, see the Budgeted Financial Statement for Non-Accountants video.

Steps:

Print the Budgeted Financial Statement (for non-accountants):

1. From the General Ledger menu, select Reports > Budgeted Financial Statement.
   
   
2. Click the Options tab.
   
   
3. Choose the non-accountant format by clicking the Show Missing Budget as (-) Value? check box.
   
   
4. Hover your mouse over the Information Icon to see the purpose of this option.
   
   
5. Click the Run Report button to print the report.
   
   
6. The report displays.
   
   

For additional information, visit the Financials Online Help.