Budget Invoices - Budget Reports

Budget Invoices - Budget Reports

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This article is part of the Budget Invoices section within Client Invoicing.

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Access budget reports from the Budget Editor screen:
  1. Go to the Budgets tab in the Development.

  2. Select a budget from the list and click Amend (or double-click the row).

  3. At the top of the Budget Editor screen, you’ll see these report options:
    1. Anticipated Expenditure
    2. Estimated Budget
    3. Annual Budget
    4. Year End Master
    5. Year End Reserve Fund
    6. Budget Breakdown
    7. Charge Breakdown


  1. Click a report to open it for the selected budget.

  2. Print or export the report in various formats, like other reports.

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The Annual Budget report shows actual costs versus budgeted amounts and the percentage spent so far.



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