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finance
v5.2025.2
March 10, 2025

Finance - Annual Budget Listing Exports to PDF, CSV and TSV

Modules > Finance > Routines > Third Party Exports

A new export option has been introduced, Annual Budget Listing (Ledger Detail), under the Third Party Exports page. This allows users to export annual budget data in CSV, TSV, and PDF formats, providing greater flexibility for financial reporting and analysis.

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Enhancements

Annual Budget Listing (Ledger Detail) has been added as a new export option.

  • Supports CSV (default), TSV, and PDF formats for export.
  • Standardised file naming conventions are as follows:
    • AnnualBudgetListingLedgerDetail_[DD-MM-YY_HH-MM-SS].pdf
    • AnnualBudgetListingLedgerDetail_[DD-MM-YY_HH-MM-SS].csv
    • AnnualBudgetListingLedgerDetail_[DD-MM-YY_HH-MM-SS].tsv
Report Parameters
  • Financial Year Selector: Mandatory dropdown defaulting to the active financial year.
  • Fund Selector: Optional multi-select dropdown including all valid funds for the selected financial year. Defaults to all funds if left blank.
  • Budget Scenario Selector: Mandatory dropdown defaulting to the Original Budget for the selected financial year, marked as (Default).
PDF Output
  • Groups data by Ledger Code and Fund.
  • Displays Cost Centre, Original Budget, Current Expenditure Budget, Current Income Budget, Current Budget, and Variance.
  • Expenditure is represented as positive; income as negative.
  • Omits rows where both Current and Original Budget are 0.00.
  • Includes Ledger and Fund Totals.
  • Displays the total budget amount at the end of the report.
  • Footer includes user details and a timestamp.
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CSV & TSV Output
  • Header Line: Includes Financial Year, Funds, User, Establishment Name, and Establishment Number.
  • Detail Lines: Includes Ledger Code, Cost Centre, Budget Amounts, and Cost Centre Grouping details.
  • CSV format encloses values in quotes (""), separated by commas.
  • TSV format separates values using tabs.
Image #3

This update simplifies financial reporting by offering structured, exportable budget data in multiple formats.