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How-To · Money
Read Budget vs Actuals
For all signed-in staff. One person keeps the ledger.
Read the table
- Open Budget vs Actuals under Financials in the left menu.
- The four tiles up top cover the pooled lines: the year’s budget, Purchased to date, Allocated to regions and what is still In National pool.
- In Actuals vs budget — by GL line and region, each row is a GL line, listed under Revenue then Expenses. Each region cell shows what was spent against that region’s budget, with a bar.
- Click ⬇ Export .xlsx to download the whole table and the receipts as a spreadsheet.
How the numbers get there
- Revenue rows fill in by themselves from the daily registration data — the same feed as F26 Financials.
- Bulk purchases are entered once as a receipt and sit in the National column. When a region’s teams submit a supply order, that cost moves to the region on its own.
- Some lines are split by hand between regions when the receipt is entered. Whatever is not split stays at National.
- Grey memo amounts show where National spend landed. The cost stays with National.
- Sales tax is left out everywhere. Leftover pool at season end is next season’s stock, not an overspend.
See a receipt
- Click Show on Receipts — the purchase ledger.
- Use the chips to show one GL line, and Back / Next to page.
- Click a receipt to see its details. Under Invoice attachments, click Open to view the invoice.
Who can change things
Everyone signed in can read the page, open receipts and export. Only the one person who keeps the ledger sees ＋ New Receipt, ＋ New line, ✎ Edit receipt, Void, Send to Attolero, the invoice upload and the Accounting view → button. A void keeps the receipt for the record but takes it out of every total.
Red or amber banner at the top?
The page checks its own math. A banner means something doesn’t add up — for example an order with no region or an item with no GL code. Read what it says; some banners end with Tell JB, so pass it to the ledger keeper.