Budget Expenditure Breakdown Report

Navigation path

Reporting > Records > Budgets 

Report synopsis

This report lists the budget account codes and shows the allocation, year to date actuals and commitments. It also shows year to date actuals for the associated analysis codes split by gross, nett and VAT.
The following columns are included as standard on the report;

Budget code and description along with associated budget heading. 
Budget allocation.
Actual.
Commitments.
Unpaid sales invoices.
Total.
Difference - calculated by subtracting total from allocation.
Analysis code and description for transactions linked to the budget showing gross, nett and VAT figures.
 

Display 

Show report with:
Search criteria: Will display the selected settings at the top of the report.
Report notes: Enables a free text box to add your own notes and displays at the top of the report.
 

Settings

Budget codes: Choose to run the report for a specific code or range of codes.
Budget heading: Choose to run the report for a specific budget heading.
Exclude inactive: Default setting is to include any budget codes you have marked as inactive. Should you wish to exclude inactive budget codes, change the slide over to Yes.

An example of the report is below;

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