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      How to Create a Budget Usage Report

      A Budget Usage Report helps you understand your spendings against your Budget.


      Examples:

      • The Budget spent by locations
      • The Budget spent by the supplier
      • Your expenses by departments/projects
      • PO/Invoice amounts that are included in the Budget.

      To create a Budget Usage Report, you should do the following:

      1. Open the Reports module and find the Budget Usage Report.

      2. Select the date period and set all necessary filters.

      • Creation Date — the period within which you want to see budget expenditures. Search is performed by the document creation date.
      • Period — shows the expenses incurred within the specified period. Search is performed by the document delivery date.



      3. Click Run Report and then Export.