To generate a Budget vs actual vs committed report

Aisha

27 August 2024 08:31

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From the top menu choose Reporting. On the Records tab choose Budget and Budget vs actual vs committed.
In the Display section:

To display the search criteria on the report, tick the Search criteria box.
To add notes to the report, tick the Report notes box and enter the required text in the displayed box.
To show the full detail for each budget account, tick the Show full detail box.
If this option is selected you can also choose to change the layout so each budget heading starts on a new page.
Choose the report detail option that you require. You can choose to show the % Budget spent, the Accruals instead of Committed column, or the Actual spent for period.

In the Settings section, enter any criteria you want to apply to this report as follows:

Budget types - Choose to show either Current budgets or Fixed budgets.
Budget codes - To include only a selection of the budget codes in the report, choose the first and last codes to include from the two drop-down lists.
Budget heading - To filter the accounts by a budget heading, select it from the drop-down list.
Budget group - To filter the accounts by a budget group, select it from the drop-down list.
Exclude inactive - By default inactive accounts are included, only accounts with transactions or a budget allocated are included. Click the switch to exclude them if required.