Budget Expenditure Report

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This report lists the budget account codes along with the actual spent, the budget allocated and the balance.

1. From the top menu choose Reporting. On the Records tab choose Budgets and List of budget accounts.

2. 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.

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

• • Budget codes - To include only a section 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.
  • Exclude inactive - By default inactive accounts are included. Click the switch to exclude them if required.

4. Click Generate report. The report opens in the Report viewer.

Click here to see an example of a Budget expenditure breakdown report (with search criteria applied and notes added).