A common practice when preparing new year's budgets is to compare these new budgets to prior year values. Calxa has a number of report variations with either full year values, or monthly comparisons to achieve this.
Report Templates
Use the report builder to select one of the following report templates or variants.
Budget vs Last Year Actual
vs Last Year Budget
Budget vs Last Year Actual (12 Months)
vs Last Year Budget
& LY Actual & LY Budget
P&L vs Last Year Actual/Forecast (12 Months)
vs Last Year Budget (12 Months)
Report Date Criteria
Below are some suggested criteria for each report assuming you are preparing, You can use the Start Period that best represents your needs:
Budget vs Last Year Actual
This Financial Year Budget
Next Financial Year Budget
Budget vs Last Year Actual (12 Months) & P&L vs Last Year Actual/Forecast (12 Months)
This Financial Year Budget
Start Next Financial Year