The budget expense report shows a list of all approved expense invoices and credit notes as at the date the report is run. These invoices and credit notes must have an issue date within the budget period and use an expense account selected in a schedule to be included.
The filters for this report are:
If there are any approved or paid invoices/credit notes that have a chart of account that wasn't included in the budget but the issue date is inside the budget period, these are shown in a separate section Chart of accounts not included in the budget. If there are income invoices or credits that have been coded to an expense account in the budget, these will show as an exception at the bottom of the report (shown below).
Any invoices/credit notes that are in draft or awaiting approval which belongs in the budget (have an issue date within the budget period and are using an expense code included in a schedule) are also displayed in a separate section Invoices/Credit Notes with a status of Draft or Awaiting Approval'. Additionally, any invoices added after the budget has closed will show as an exception at the bottom of the report