Budget Invoices - Viewing Budget Details

Budget Invoices - Viewing Budget Details

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

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Viewing the Budget Summary
  1. Load the development and go to the Budgets tab.

  2. Select the budget you want to view from the grid on the left.

  3. On the right, in the Budget Summary, you’ll see all schedules for that budget and their total amounts:



Drilling into Schedule and Property Details
  1. Click the plus sign beside a Schedule Name to see how the total is split across properties:



  2. Click the plus sign next to a Property Number to see a breakdown by budget item:



  1. You’ll now be able to see the apportioned amount and budgeted amount for each item assigned to that property:





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