View Expenditure Breakdown

To determine the amount spent on a particular expense during the month, choose the Expenditures Only Report.

You have two options for executing this report:

  1. Specify any combination of FOAPAL elements by entering them into their respective fields.
  2. Leave FOAPAL element fields blank. Without any restrictions, the query will return a combination of all data for every Fund and Organization combination you have authority to see.

 

Option 1: Specify a FOP combination.

  • In the Main Menu, type in the Fund and Orgn you want to view.
  • Select the Expenditures Only Report from the Report drop-down list.
  • Select ENTER to run the report.
  • The report will display a Summary by Account Detail. Scroll down until you reach the Expenditure Account section you desire. The results will display just the expenditure accounts for the Fund/Orgn specified on the Main Menu.

Option 2: Leave FOAPAL element fields blank.

  • In the Main Menu, leave all fields blank.
  • Select the Expenditures Only Report from the Report drop-down list.
  • Select ENTER to run the report.
  • The report will display a Summary by Hierarchy. View the report by Account by selecting Acct from the By: drop-down list located at the top of the screen.
  • Scroll down until you reach the Expenditure Account section you desire. The results will display the expenditure accounts for every Fund/Org combination you have authority to see.