How to generate a Budget Document Per Item report

How to generate a Budget Document Per Item report

The Budget Document Per Item report generates a PDF showing budget allocation details for a specific account and budgeter. It is used to review and print individual budget line items for a selected financial year.

Reports > Finances > Budget > Budget Document Per Item

How do I generate a Budget Document Per Item report?

  1. Choose the relevant Budget year.

  2. Choose the relevant account you want to view.

  3. Choose the relevant budgeter and move them to the right by clicking the double arrows.

  4. Click Preview. The report generates as a PDF and can be viewed in Adobe Acrobat Reader.

  5. Print or save the report as needed.

Frequently asked questions

Can I generate the report for multiple budgeters at once?

Yes. Select multiple budgeters from the left-hand list and move them all to the right before clicking Preview. Each budgeter's detail will be included in the generated report.

What is the difference between this report and the Budget Worksheet Per Item?

The Budget Document Per Item is a formal printable report of budget allocations per account. The Budget Worksheet Per Item is used for data entry and adjusting budget figures during the budgeting process.

Where do I set up the budget figures before generating this report?

Budget figures are captured and adjusted at Finance > Budget > Budget Worksheet Per Item. Once the budget is finalised, this report can be generated to produce the formal document.

Last updated: April 2026  |  Version 1.0

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