Budget Sheet
alameen ERP provides balances, summaries, and budget reports to give a comprehensive and accurate view of your company's financial performance, including the "Budget Sheet" report.
Report Purpose
The "Budget Sheet" report shows the budget state, the completion rate, and the remainder of the budget of a particular account over a set period and in the currency you need. The results of the report follow the movement of the account during this period.
You can set the budget of an account from the account card - General tab - Budget.
The report window lets you choose the shape of the report. You can request the report in brief form: it shows the budget value you set for the account in its card, the budget type (debit, credit) and its value set in the card, the account balance, the difference between the account balance and the budget value, and the budget state (surplus, deficit) according to the difference. When you request the report in expanded form, it shows the budget type and value, and the details of the movement balance and the completion rate month by month, according to the period for which you request the report.
You can add new fields to the report in the preview interface with the field list available there, which contains a set of account fields, such as the account currency, the final account, and the main account.
Reaching the Report
You can reach the Budget Sheet report from the main ribbon - Accounts tab - Budget group.
Once requested, the report window appears as follows:
The report window contains various fields and options that help you view the details you need.
Report Window
The window lets you set the criteria and data you want the report to show. It includes several main sections, such as the filter fields, the budget type, the various options, and the sources the report is drawn from.
For more details, go to Report Window.
Report Window Operations
You can perform many operations on the report data, such as previewing and exporting.
Please see Report Window Operations.