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Version: 8.0

Budget rapport

Access: Accounting → Accounting Exports / Reports → Accounting reports

From the accounting reports menu in the accounting menu, you can generate a report relating to the budget. This is the actual statement of income and expenditure.

Before printing the statement, you can filter by period and by the budgets you want to include.

When you print it out, you will see the details of the income on one side and the expenses on the other, with details of the amounts. Other configurations are available from the budget module.

Projects: you have, for example, the option of activating the link to the projects. When this option is activated, a multi-selection field is then available on a budget file (that is to say, on the budget form, in the ‘Project’ field in the Project section on the right).

This option thus allows you to select one or more projects.

Budgets: and conversely, from the project, you have a multi-selection field that allows you to select one or more budgets, in order to attach it.

info

Note, this link is for information purposes only and has no real impact on processes.

Be careful, the link to the project can only be activated if the budget key is deactivated.

  1. Open the configuration of the budget module. Access: Application config → Apps management → Budget, configure → activate ‘Enable the links to projects’.

  2. Manage multi-budget on lines: by default, the option ‘Manage multi-budget on lines’ is active. This feature allows you to enter several budget distribution lines that may belong to different budgets.

If you deactivate this option, the list of budget distributions at the level of the order lines (invoice or entry) is replaced by a single field where you can select a single budget line. You will also not be able to enter an amount, as the pre-tax amount of the line is used by default.