Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
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jmlovstedt wrote:On the Budget Allowance Detail Report, there is a line called Previous Activity. When and how is this used?
Budgeting is done on an annual basis. But it is possible to specify a date range for a Budget Report that does not start with January 1. In that case, the Previous Activity row/column (column for a summary report, row for a detail report) will reflect the activity in the subcategory that occurred between January 1 and the beginning date for the report.
For example, if you create a Budget Report and specify the start date as March 1, the Previous Activity will reflect what happened in January and February. If your report starts with January 1, the Previous Activity amount should always be 0.
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