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- General Ledger
Training Tidbit: For Iowa, is there an option I can use when completing the state’s file to certify our new budget for the upcoming fiscal year?
Yes, use the Iowa Budget Summary Report option in General Ledger to assist you when completing the state’s file to certify your new budget for the upcoming fiscal year. The Iowa Budget Summary Report option is located under the Government Reporting menu in General Ledger.
With the Iowa Budget Summary Report option, you can generate the Proposed Budget Summary report, and then export it to a spreadsheet file in order to copy and paste the information into the state’s Microsoft® Excel file for submission. When generating the Proposed Budget Summary report in the spring to certify the budget for the upcoming fiscal year, enter the ending date of the next fiscal year in the Fiscal Year End field (for example, if generating in March 2025 for the upcoming year’s budget, enter 06/30/2026 in the Fiscal Year End field). Click here to view a sample of the Proposed Budget Summary Report.
The Actual Budget Summary report can also be generated and printed from within the Iowa Budget Summary Report option, for use during the year to compare the actual year-to-date figures with the budgeted figures for the specified fiscal year. The Actual Budget Summary report uses the same sorts and similar format as the Proposed Budget Summary. When generating the Actual Budget Summary report to compare the year-to-date figures with the budget figures throughout the fiscal year, enter the ending date of the current fiscal year in the Fiscal Year End field (for example, if generating in March 2025 to compare the year-to-date figures to the budget figures for the current fiscal year, enter 06/30/2025 in the Fiscal Year End field). To view a sample of the Actual Budget Summary report, click here.
The Monthly Summary report can also be generated and viewed from within the Iowa Budget Summary Report option. The Monthly Summary report is used to compare the actual balances for the months in the specified fiscal year to the months in the previous year, using the same sorts and similar format as the Proposed Budget Summary. When generating the Monthly Summary report, enter the ending date of the current fiscal year in the Fiscal Year End field (for example, if generating in March 2025, enter 06/30/2025 in the Fiscal Year End field).
For step-by-step instructions on generating, printing, and exporting the Iowa Budget Summary Report, refer to the Completing the Iowa Budget Summary Report Option topic in the Help File, or click here to view the Iowa Budget Summary Report Tutorial.