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Recurrent Budget Reports

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Recurrent Budget Reports

When you log into Financial System, click on Reports in the bottom left of the screen. You will now see Global Reports with an option to expand (+) the reports available for view. See the Management Accounts Office FAQ's for more detailed information.

Help & Support

Contact the Management Accounts Office for help and support regarding budget reports.

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Discipline Budget vs Actual Reports

This section of reports look at Budgets vs Expenditure for individual disciplines or cost centres. So if you are looking at one individual cost centre, this is the section to look at.

Recurrent Expenditure vs Budget (w)

This report looks at total expenditure for a cost centre (i.e. Pay and Non-Pay). When you open the report, you enter your cost centre in the box titled “Subacc in list”. You can type this in directly or click on the drop down box on the right hand side (“…”).

Enter the periods you wish to run the report for e.g. 201200 to 201212 – This will give the year to date figures for the Academic Year 2012-13. Click on Search………………

There are different levels you can look at in the report:

Level 1 – Subacc – Will subtotal by Cost Centre (Sub Account)
Level 2 – Budacc – Will Subtotal by Bud Account (e.g. D200 – Pay – General)
Level 3 – Account – Will Subtotal by GL Account
All Levels – Will show all lines in the report

The answer to the question “how much do I have left in my cost centre?” is shown under available(1) on line "D300 GENERAL NON PAY".

Recurrent Expenditure vs Budget NON-PAY

This is similar to the report above, but this report only shows non-pay expenditure

Recurrent Expenditure vs Budget PAY by EMP (w)

This report shows the detailed pay by employee and post number. This will show the details behind the pay budgets and expenditure for the year.

School Budget vs Actual Reports

This section of reports is for looking at Expenditure vs Budgets for each of the Schools e.g. School of Medicine. Within this section, there are 3 reports similar to the ones explained above:

School Expenditure vs Budget
School Expenditure vs Budget NON-PAY
School Expenditure vs Budget PAY by Emp (w)

College Budget vs Actual Reports

This section of reports is for looking at Expenditure vs Budgets for each of the Colleges e.g. College of Science. Within this section, there are 3 reports similar to the ones explained above:

College Expenditure vs Budget by School
College Expenditure vs Budget by School NON-PAY
College Expenditure vs Budget PAY by Emp (w)

Support Area Budget vs Actual Reports

This section of reports is for looking at Expenditure vs Budgets for each of the Support Areas e.g. Bursar. Within this section, there are 3 reports similar to the ones explained above:

Support Services Expenditure vs Budget
Support Services Expenditure vs Budget NON-PAY
Support Services Expenditure vs Budget PAY by Emp (w)

Help & Support

Contact the Management Accounts Office for help and support regarding expenditure reports.

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Capital Reports

Capital Projects Enquiry Budget vs Actual (w)

The purpose of this report is to show capital expenditure to date for a particular Capital Account. This report will show all expenditure since the Capital account was set up. Therefore, there are no entries for periods on this report.