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Financial Reports
Below you will find learning resources that are helpful when running a monthly financial report.
m-Fin Financial Detail
Shows an itemized list of all transactions for revenue, expense, and balance sheet accounts
m-Fin Financial Detail II
Shows all transactions for revenue/expense and balance sheet accounts with additional features and options not available in m-Fin Financial Detail
m-Fin Operating Summary
Shows a one-page-per-SpeedType report that shows the available balance calculation, as well as revenue and expenditures by various account levels. To view assets and liabilities, if it is relevant to fund type
m-Fin Outstanding Encumbrances
Shows an itemized list for all financial expenses committed but not yet occurred for a given SpeedType or purchase order.
m-Fin Resource Deficit & Abnormal Balance
Shows SpeedTypes with negative cash balances or positive net assets. Shows account codes with abnormal balances (i.e., debit accounts with credit balances or credit accounts with debit balances)
m-Fin Revenue and Expenditure Summary
Used to view summarized balances for revenues and expenditure accounts for a SpeedType.
m-Fin SpeedType One-Liner
Shows the financial basics for multiple SpeedTypes, in a one-line-per-SpeedType presentation
m-Fin SpeedType Summary
Shows a one-line-per-SpeedType report showing budget, actuals, and available balance for a given period, as of the close of business for the previous day