Budget Invoices - Budget Reports

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

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Budget Invoices

 

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.
   
   

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

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