The Budget vs. Actuals Report can be found under Reports > General > Budget vs. Actuals Report. Depending on which Budget feature you are using, will determine whether you refer to the Budget by Area or Budget by Tenancy Reports.
Run this report to see the comparison of the budgeted expenditure per schedule, with any actual amounts recorded.
The filters for this report are:
- Report For
- Property to Include
- For the Budget
- Show Breakdown by Month. By selecting monthly breakdown, this report will split the details by month per schedule in your budget set-up.
- Show Breakdown by Cost Classification
- Show Summary View. By default the report is the detailed view which lists out each expense code within the schedule. Summary View only shows the amounts per schedule
- Show Accounts Not Included in Budget
Clicking on the hyperlink under the Actual Cost column will take you direct to the invoices relating to that Expense item.
Detailed invoices view -
Summary view -