Budgets compare budgeted data to actual results in real time.
To get reporting on different budgets, go to Reports > Budget report. Select a budget and choose whether to display it by users or periods. You can also select a time period.
A graphical report on planned budget, actual results, deficit and oversale is created automatically.
The report gives a clear overview of your prognosis versus actual results as soon as the documents (that have been selected as input for the budget) are created in Scoro. For example, if you compare the invoices and break them down by finance accounts, all invoice lines should be linked with finance accounts for more accurate reporting.
You can also open the budget report from the relevant budget view by clicking on Budget report.
The data on your default budget (marked with a green tick in the budget list) can also be displayed on the Dashboard. Read more on how to set up your Dashboard.
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