Declining Balance

Owned by Julie Leake (Unlicensed)
Last updated: Jul 05, 2019 by mhigginbotham (Unlicensed)

The Declining Balance report is used in conjunction with the EPEP function (Expected Period end Profitability) to help you track expenditures based on your original budget for the month / period. This report requires that your system be set up to import or load actual results during the course of the month.

Click image to view a sample report.

Key Information

Displays the variance between the budget for the month and the actual results period-to-date.

Report Options

OptionDescription

Display

Choose additional options to be displayed in the report.

  • Summary-Rollup Level P&L View—Displays budget line totals by period.
  • Detail-Account Level Data—Displays amounts and KBIs by detail for each by profit center.
  • Lines with Zero Values—Display all budget lines even if the data entered is zero.
  • Comments—Displays any comments that are associated with the line.
  • Budget Lines—Displays the selected budget lines.

Dataset

Select the data you want to be displayed. Datasets consist of a Year and Type of data that are grouped in an organized manner.

  • Year—Select a year of dataset.
  • Type—Select a type of dataset.
  • Period—Select a period of dataset.

Variance

Select to view the variances as Dollars or Percentages.



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