MUNIS Financials Reporting

The data inside your financials software can speak loud and clear, leading to decisions based on facts. If only you could get the data out in a format that meets your needs!

General Ledger

YTD Budget Report – Expense and Revenue
YTD Statement of Revenues and Expenditures
Historical Budget To Actual
Balance Sheet
Project Accounting & Grants
Student Activity Funds
End of Year, CAFR, GASB

Accounts Payable

AP Warrant & Proof
AP Checks
New/Updated Vendors
1099 Vendor List, Letters & Labels
Vendor History Activity
Invoice Aging
Employee/Vendor Invoices

Purchasing

Open PO by Department, Fiscal Year or GL Account
Carry Forward PO
Vendor History
Bid Management
Requisitions

Inventory

Item Lists
Inventory Worksheets
Reorder Forms and Reports

Cash

Reconciliation Reports
Cash Activity by Fund

Fixed Assets

Assets by Location, Class, GL Account
Asset Depreciation

Work Orders

Details for Facilities, Fleet, Public Works, Utilities
Summary

“CRS has worked with the city and school department since 2006. Producing budget and quarterly board reports is critical to our fiscal responsibilities. CRS is there whenever we need to make changes, whether they are due to charter requirements or changes to our chart of accounts. It is comforting to know that CRS will be there whenever we need help and turn the work around to meet our deadlines.”

—Finance Department – City of Framingham, MA and Framingham Public Schools

CRS is a MUNIS reporting consultant that has been producing MUNIS Financials Reports since 2005. Our experience over the years tells us that while all municipal and school organizations are similar, each entity is different and requires custom reporting that meets regulations, ordinances and requests from governing bodies.

Report writing software like Crystal Reports and SSRS provide a direct connection to the MUNIS database where tables and database views can be used to construct reports that are not available in MUNIS. Along with detailed reports showing line-item information, these report writers use formulas and expressions to produce custom groups. With sub-totals and rolled-up information needed by administrators and officers, discussions lead to good decisions based on clear, accurate data.

Ready to have CRS help with your financial reporting?

Give us a call at 207-879-7500 or send an email!