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mat finance
October 09, 2023

MAT Finance - Management Accounts

Reports > Finance > Management Accounts > Trust Overview report

A new report has been added to Management Accounts called Trust Overview where users can include Commitments and Budgets. This report enables users to view a set of management accounts per Site. It provides a variance to budget scenarios and allows comparisons between Sites within the Trust.

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The report consists of two tabs - Detailed (Ledger Codes) and Simple (Management Account Codes) views. Here is an example of the simple view:

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