This KPI reports actual income balances versus budgeted income balances for each general ledger fund/AMP, with the option to drill-down and view the totals by FDS Line Item Code.
Note: Budget information is pulled from the Budget program, and actual income amounts are pulled from the General Ledger program.
This KPI should be reviewed at least monthly, but if you have situations you want to monitor, it should be reviewed weekly.
Monthly: Values are calculated and archived in HIP at the end of the month; you can compare each month using the historical or YTD view.
The data in this KPI is also found in the Trial Balance Pivot Fund Compare, FDS Level 3 AMP Financial Data Balance Sheet, and Balance Sheet reports in the WinTen² General Ledger program. To access these reports in General Ledger, follow the directions below:
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