v7 FreeBalance Help

Fields

Descriptions

Fiscal Year

Mandatory dropdown filter. It allows users to select the Fiscal Year to generate the report. The default value is the current fiscal year.

Fiscal Period

Mandatory dropdown filter. It allows users to select fiscal month from the fiscal period.

Organization

Mandatory filter. Users can select Department / Agency / Operating Unit from the dropdown. Information is retrieved from the Organization segment of UACS. By default, it shows Agency but users can change to Operating Unit.

Fund Cluster

Allows users to select multiple concepts from "Fund Cluster" in the "Fund" segment of UACS. If none selected, values for all are displayed.

Allotment Class

Mandatory filter. Allows users to select allotment class from UACS, which is roll up from "Sub-major account group".

Comment

Comment to print on the output report.