To get to budget reports:
- Click Departments on the side menu.
- Click Reports.
The following reports are available to monitor the budget:
Department List | A list of the department reference and names. |
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Departmental Balance Sheet | The balance sheet for a department or range of departments. |
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Departmental Profit and Loss | The profit and loss for a department or range of departments. |
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Departmental Budget Report - In Depth | A variance report of actual values to budget values by department. |
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Departmental Budget Variance Report - Overview | A variance report of actual values to budget values by department. |
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VAT Report (Detailed) | A detailed VAT report listing the transactions that affect each box on the VAT Return, a separate listing for each department number. This can be accessed in an existing VAT Return - Click VAT then double click the VAT return.
- Click Print then select Detailed by department and click Run.
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For more information about the departmental budget reports available in Sage 50 Accounts - Read more >
View current values
You can also monitor budgets as follows:
Budget record | To view the actual values against the planned budget for the current year and to view historical budgets for up to five previous years. |
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Activity | To view the transactions that make up the actuals for a department. You can choose the data range you are interested and print the results. |
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Department window | To view the revenue and expenses to date for a department. |
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