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Statement of Revenues & Expenditures - Yearly Comparison

In this version of the Revenues & Expenditures you can get a comparison between two years with the variance in dollars and %, this will allow you to see quickly the evolution over two years.

Key metrics at a glance:​

  • Month to Date Current Year: This column shows the Ledger Posting of each P&L account for the current month of the Current Year.
  • Month to Date Last Year: This column shows the Ledger Posting of each P&L account for the current month of the Last Year.
  • Month to Date Variance: This column shows the variance in value between the Current Year and Last Year for the current Period.
  • Month to Date Variance %: This column shows the variance in percentage from the current period compared to last year's same period.
  • Year to Date Current Year: This column shows the Ledger Posting of each P&L account for the current Year to date.
  • Year to Date Last Year: This column shows the Ledger Posting of each P&L account for the Last Year to date.
  • Year to Date Variance: This column shows the variance in value between the Current Year and Last Year for the current Year to date.
  • Year to Date Variance %: This column shows the variance in percentage from the current Year to Date compared to last year's same period.

Mapping and Filtering​

Mapping​

The following mapping needs to be changed accordingly in the "Mapping" Sheet of each reports

Report SectionAccount Group
Grant Revenue1424
Contributions1426
Tuition1547
Member Fees1427
Sales1281
Service Fees1288
Investment Earnings1495
Other Revenue1897
Personnel Expenses1494
Professional Fees1381
Program Expenses1435
Occupancy1433
General and Administrative Expenses1201

Filtering​

Selection Page:

  • Company (Tenant ID)
  • Year
  • Month
  • Parent Fund
  • Fund
  • Book
  • Department
  • Projects