Budget Overview is a feature in NUFinancials that allows you to get real-time information about a chart string. A Cognos GL005 is also useful but both have advantages and disadvantages. Instructions on using Budget Overview can be found in myHR Learn.
When viewing Budget Overview in NUFinancials, to get revenue and expense on the same budget overview search use:
- Ledger Group/set – Ledger Inquiry Set
- Ledger Inquiry Set – Test 1
- Type of Calendar – Detail budget period
At this point, you may want to use the Personalize option to order/delete columns and sort by accounts.