Statement of Revenue and Expenditures vs. Budget with Prior Year Columns
Using MCSJ 2021.1 Version I have the following improvements regarding Finance>Statement of Revenue and Expenditures Report Type: Budgeted & Actual.
1. Although I have my print set to print portrait, the report is printing in landscape. It does not appear that the user can change this orientation.
Although I chose to print the prior year data (using the dialog box titled "Prior Year Column Option") as YTD to Eoy for Prior Year the report still says "All Years as of: 7/31/2021" (the date I chose in the dialog box titled "As Of Date for YTD Totals"). It appears the numbers in the Prior Year column agree to the EOY numbers, but the report heading does not indicate.
Add option to the report creation to have the system add a "budget remaining" column, % remaining would also be helpful.
It would be helpful for each fund to export onto a different tab in Excel the way that the Balance Sheet report does from G/L Financials. Also adding option to Finance>G/L>Financials report type: Subsidiary Ledger - Income Statement to include ytd column compared to budget would be helpful as this report currently exports to Excel with a tab for each fund.