Budget Report

[athomas]

Is anyone aware of any changes with the budget report. Up until now and have been printing for years with saved excel files to bear witness, Normally I run the report for example: February 2018 thru December 2018 with a code 6 and the report would give the current february amount, the budgeted yearly amount and the difference. Now it apparently is also picking up March, 2018 and including in the current amount. If I run it for just 2-18, only shows february budgeted amount and not yearly. I'll call support tomorrow but was trying to do report for conference.

[NeilZ]

Is anyone aware of any changes with the budget report. Up until now and have been printing for years with saved excel files to bear witness, Normally I run the report for example: February 2018 thru December 2018 with a code 6 and the report would give the current february amount, the budgeted yearly amount and the difference. Now it apparently is also picking up March, 2018 and including in the current amount. If I run it for just 2-18, only shows february budgeted amount and not yearly. I'll call support tomorrow but was trying to do report for conference.

What do you have as the selection for "Display , Budgets, and Difference of " set to ??

[athomas]

I have tried all of them but cannot get the same result I've gotten for years as follows. First column is monthly exp, 2nd column is annual budget and third column is unspentl

01-5400 ADMINISTRATIVE EXPENSE
01-5412 Advertising 0.00 0.00 0.00 0 %
01-5427 Commercial Insurance 6,882.75 25,000.00 18,117.25 28 %
01-5429 Copies 2,662.65 5,000.00 2,337.35 53 %
01-5431 Furniture 7,465.64
01-5433 Office Supplies 1,588.85 3,500.00 1,911.15 45 %
01-5444 Miscellaneous 4,098.02 2,500.00 -1,598.02 164 %
01-5446 Online Giving& Bank Fees 1,128.38 2,000.00 871.62 56 %
01-5449 Phones/Internet Access 4,434.75 10,000.00 5,565.25 44 %
01-5451 Postage 527.05 1,000.00 472.95 53 %
01-5452 Printing By Outside Vendo 118.06 1,000.00 881.94 12 %
01-5453 Professional Services 0.00 250.00 250.00 0 %
01-5460 Security 75.00 0.00 -75.00 0 %
01-5495 Staff Development 0.00 1,000.00 1,000.00 0 %

Subtotal Administrative Expense 28,981.15 51,250.00 22,268.85 57 %
Budgeted ADMINISTRATIVE EXPENSE 21,515.51 51,250.00 29,734.49 42 %
Non-Budgeted ADMINISTRATIVE EXPENSE 7,465.64

[NeilZ]

I can honestly say that I'm not seeing that issue here.

Have you done a database reindex lately?? You said you were going to call support, did you do that?

[athomas]

Sorry that the last post shifted so what I was trying to show didn't work. Didn't get much help from support; very frustrating. I may have figured out the issue has to do with when I post. I'll continue to experiment. Thanks for the response.

[NeilZ]

Sorry that the last post shifted so what I was trying to show didn't work. Didn't get much help from support; very frustrating. I may have figured out the issue has to do with when I post. I'll continue to experiment. Thanks for the response.

About when you post? Do you mean the date you post? That would affect any report, as unposted may not show up on the budget report if there isn't an option to include it on the option screen.

As far as support, that surprises me. They are usually very helpful.

[athomas]

Last month I may have posted some payroll earlier than I normally did in the past and this affected the budget report. As far as support, I have no complaint as they are usually very helpful. This time though, it seemed all he wanted to do was argue that it must be something I am doing rather than try to help me figure it out.