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Generate a budget quantity list report
The Budget Quantity List report generates a detailed breakdown of quantities linked to a specific budget account. It can be viewed as a PDF and printed directly from the system. Reports > Reports: Finances > Budget: Quantity List How do I generate ...
Budget per Staff Member
The Budget per Staff Member report allows you to generate summary and detailed budget reports for a specific responsible person (budgeter). This article explains how to generate both types of reports and print them. Reports > Finances > Budget: ...
Budget per Category Report
The Budget per Category report allows you to generate summary and detailed budget reports that compare your current budget year with a previous year. This article explains how to generate both summary and detailed budget reports per category. Reports ...
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 ...
Budget Worksheet per Item
The Budget Worksheet per Item is a planning tool for setting up next year's budget. It can be printed per staff member, showing only the budget items each person is responsible for. Reports > Finance > Budget: Budget Worksheet per Item How do I ...