Income Statement - Actual vs. Budget screen

Use the Income Statement - Actual vs. Budget screen to create a report of actual income compared to a budget for a selected period and the year-to-date. You can print or save this report. You can also drill down from summary level amounts in the report to view the corresponding transaction detail. See Working with Drill-Down Reports for general information.

Note: To open the Income Statement - Actual vs. Budget screen, go to Financial > Reports > Income Statement - Actual vs. Budget.

You can control the output of the Income Statement - Actual vs. Budget report by entering details in one or more of the following fields on the Options tab:

  • Select Format - If you have modified the format and layout of this report on the Modify Reports screen, select the version to use for this report. If you haven't modified the report, this field doesn't appear.
  • Company - Select the company for the report. This field is required.
  • Division - Select one or more divisions for the report. If no divisions are selected, all divisions appear in the report.
  • Period Start Date - Enter the start date to use for the report, select the date from the calendar, or select to enter a date formula. If you want to save the information in the date field when you save the report options, you must use a date formula. If you leave this field blank, the report shows month-to-date information based on the month selected for the Period End Date. If the period start and end dates are in different years, the report bases year-to-date information on the year selected for the Period End Date.
  • Period End Date - Enter the end date to use for the report. This field is required.
  • Budget Revision - Enter the number of the budget revision for the report. If you do not enter a revision number, budget amounts will not appear on the report.

  • Accounting Basis - Select Accrual to show posted transactions with an accrual accounting basis. Select Cash to show posted transactions with a cash accounting basis.
  • Include Pending Amounts - Select the checkbox to show both pending and posted activities in the report. Deselect the checkbox to show only posted activities in the report.
  • Print By - Select the account information to include in the report. Select Account Type to show each account type in the report without detailed account information. Select Account to show each account in the report but not show divisions. Select Division to show each account and its division in the report.
  • Print Subaccounts - Select the checkbox to group and sort the report by subaccount instead of account.
  • Print Account Number - Select the checkbox to show the account numbers in the report.
Tip: You can use the Modify Reports screen to customize the format and layout of this report.

For more information on running the report, see Run and Print Reports.

Note: ProContractor uses the period end date of the Income Statement - Actual vs. Budget and fiscal period definitions to determine the report period for the Account Transactions Report. For example, suppose you generate the Income Statement - Actual vs. Budget Report with a period end date of 1/31/2017 and the first day of the corresponding fiscal period is 1/1/2016. If you drill down from the Month to Date Actual column in the Income Statement - Actual vs. Budget Report, the Account Transactions Report displays entries that fall between 1/1/2017 and 1/31/2017. If you drill down from the Year to Date Actual column, the Actual Transactions Report displays entries that fall between 10/1/2016 and 1/31/2017.