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Printing Budgeted Outgoings Reports

• Budgeted Outgoings Summary report displays the calculation of the Budgeted Outgoings for internal use.
• Budgeted Outgoings Statements can be printed to sent to the Tenants.

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Mandatory Prerequisites

• Budgeted Outgoings Process - Running the Budgeted Outgoings Process

Screenshot and Field Descriptions

Prior to viewing Budgeted Outgoings Summary or Statement reports, the Budgeted Outgoings Process needs to be run.

Year / Period: this is the Accounting Period the Budgeted Outgoings has been processed for.

 

Control a/c: this is a drop down list of the Debtors and Creditors Control Chart of Accounts that the selection can be filtered on.

 

Report On: this is a drop down list of Property / Lease and other entities that the report can be grouped by. This is only used when the Report - Summary option is selected.

 

Reporting - G: this is the selection filter value for reporting groups.

 

Level: this is the level of reporting group to run the report for.

 

Report Options

Report Header: this is the options for displaying the report header on the report. This is only used when the Report - Summary option is selected.

 

Report: this is the option to view / print the different reports:

 

• Summary - internal validation report on the Budgeted Outgoings amounts calculated.
• Statement - report to send to Tenants showing the Budgeted Outgoings amount calculated.

How Do I : Print a Budgeted Outgoings Summary report

1. The Year / Period fields will display the Accounting Period the Budgeted Outgoings has been processed for.
2. Select a Control a/c from the drop down list to filter the report.
3. If the report needs to be grouped at a Property / Lease level select the option from the Report On drop down list.
4. At the Reporting - G field, enter the reporting group if required.
5. The Level field will default to Details level automatically. Change the option if required.
6. In the Report options select Summary.
7. Click the Application tool-bar push button: View, Print or Export.

How Do I : Print a Budgeted Outgoings Statement report

1. The Year / Period fields will display the Accounting Period the Budgeted Outgoings has been processed for.
2. Select a Control a/c from the drop down list to filter the report.
3. At the Reporting - G field, enter the reporting group if required.
4. The Level field will default to Details level automatically. Change the option if required.
5. In the Report options select Statement.
6. Click the Application tool-bar push button: View, Print or Export.

Related Topics

Printing Budgeted Outgoings Reports is associated with the following Topics:

• Outgoings Profile - Maintaining Outgoings Profiles
• Outgoings Profile - Adjusting the Outgoings Profile for a Lease Component
• Outgoings Expenses - Maintaining Outgoings Expenses
• Outgoings Expenses Report - Printing Outgoings Expenses Reports
• Budgeted Outgoings - Running the Budgeted Outgoings Process
• Outgoings Reconciliation - Running the Outgoings Reconciliation Process
• Outgoings Reconciliation Report - Printing Outgoings Reconciliation Reports
• Outgoings Projection - Running Outgoings Projection Process
• Outgoings Summary - Viewing the Outgoings Summary