Open the G/L Account Balance/Budget window.

Contains a summary of the debit and credit balances and the budgeted amounts for different time periods for the account that you select in the chart of accounts.

Options FastTab

Closing Entries

Select if the account balance shown will include closing entries.

View by

Select the time intervals for which you want to view budget figures.

View as

Select one of the following options: Net Change or Balance at Date. Net Change means that the columns display the net change in budget amounts for each period. Balance at Date means that the columns display the budget amounts on the last day in each period.

Lines FastTab

The columns display the following information based on the time interval that you selected in the View by field:

Period Start

This column shows the start of the period shown in the line.

Period Name

This column shows the name of the period shown in the line.

Debit Amount

This column shows the debit amount for the period.

Credit Amount

This column shows the credit amount for the period.

Budgeted Debit Amount

This column shows the debit amount that was budgeted for the period.

Budgeted Credit Amount

This column shows the credit amount that was budgeted for the period.

Balance/Budget (%)

This column shows the balance amount as a percentage of the budgeted amount.

You can click the values in the matrix cells to see the underlying budget entries.

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