Budget report
Budget Reports allow you to print or view various Reports for different periods, currencies, budget versions, and offices.
Steps:
- Navigate to ACCOUNTING > Budgets > Budget Reports.
- The Budget Reports page will have the following options
Budget Report Description Budget Report a P&L format report showing the combination of Client Budgets, Expense Budgets, and Salary Budgets, if applicable. Budget by Department Report a P&L format report showing the combination of Client Budgets, Expense Budgets, and Salary Budgets, if applicable, by Department. Budget by Job Report a P&L format report showing the combination of Client Budgets, Expense Budgets, and Salary Budgets if applicable by Job. Client Budget Reports Description Client Budget Report A summary of Billings and Revenue by a client with one page per client. Client Budget Billings & Revenue Summary A summary of Billings and Revenue for all clients. Client Billings & Revenue Budget VersionVariance Report A comparative of 2 budget versions for all clients, the Month and YTD. Revenue Tracker Quarterly Report A quarterly summary of Revenue by client from the Revenue Tracker.
These budget reports can also be run from the following screens
- Client Budget screen - Accounting >Budgets > Client Budgets.
- Expense Budget screen - Accounting > Budgets > Expense Budgets > Budgets Reports.