Budget entries
Learn how to generate a report that includes manually created budget entries in the Wise staff client.
The Budget entries report provides totals for budget entries by branch or institution and, unlike the Budgets overview report, includes manually made entries so you can see how the total available budget is built. In addition to these entries (made in the Manager and/or the Client), the Budget entries report also contains the amounts of each entry as well as overflow amounts.
The role BUDGET_BEHEER is required to create the Budget entries report.
To generate the Budget entries report:
- Go to Titles > Overviews > Budget entries. The Budget entries window opens.
- Select preferences for the overview. Fields marked with an asterisk (*) are required.
| Field | Description |
|---|---|
| Branch | Select the branch(es) to include in the report. Use ctrl+click to select multiple branches. |
| Institution | Select the institution to display in the report. |
| Year* | Enter the year for which the report will be run. |
Information generated for the report includes:
| Column | Description |
|---|---|
| Budget | The name of the budget . |
| Description | A description of the budget. |
| Fine period | The date that the budget was created. |
| Amount | The budget amount. |
| Expended | The amount already paid through invoices or the copies associated with the system option 'BST2GBK'. |
| Encumbered | The outstanding order amount. |
| Room | The total from subtracting the Expended and Encumbered values from the Amount. |