ESFA Budget Forecast Return
The Budget Forecast Return report is designed to assist with the submission of data to the ESFA. It draws actual data from the nominal ledger, and the forecast to the end of the current year as per the budget, as modified by budget to forecast transactions, and the budget for next year. (This requires that the system is configured to 'Use Academy Reports Budgets in place of Sage'.) The nominal accounts are mapped to the 'Line Numbers' of the submission
The report is normally required showing actual figures to the end of March, with a forecast to the end of the financial year, as well as next year's budget.
To run the report select:
Budgets and Forecasts > ESFA Reports > ESFA Budget Forecast
The report may be run with, or without, nominal account details. Examples of both reports are shown below. (Note, disregard the data shown; it's been derived from incomplete sample data!)
These reports are intended only to assist with the completion of the ESFA submission; they do not cover all all lines required by the ESFA. Please inspect and understand the data before submission.
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