How do I find the available balance OR transaction details?

In order to check the Recurrent Budget available balance in AGRESSO, please follow this guide:

1)      Log on to AGRESSO in the usual way.

2)      From the Reports Menu follows:

• Global Reports
• Recurrent Budget Reports
• Recurrent Expenditure Reports
• Discipline Budget vs Actual Reports

 

3) Launch the Report named "Recurrent Expenditure vs Budget" by clicking on the name in the menu.

4) Choose your Budget account by either keying in the Subaccount in the box or by selecting the 'in
    list' (blue button) to the right of the parameter box.

 

5) Choose the appropriate date range (click here for more information on periods)

6) To run the report, hit the search button

7) Use the expansion buttons on the left of the window to collapse/expand specific lines or
    collapse/expand the whole view using the view level option at the top of the report.

8) The far right hand column shows the available balance

 

Expanding the report detail

In order to drill down on your report select an appropriate level from the "Detail Level" option where level 1 reflects the highest level of detail and level 3 being the lowest.

The "+" sign in front of each row allows to expand on a single rows of the report

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