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Budget report

Budget Reports allow you to print or view various Reports for different periods, currencies, budget versions, and offices.

Steps:

  1. Navigate to ACCOUNTING > Budgets > Budget Reports
  2. The Budget Reports page will have the following options

    Maria Knowledge Base Template-Jun-29-2023-08-48-47-1207-PM

    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.