Britixo CRMBritixo CRM Enterprise Help Centre
Accounting & Bookkeeping · How-to guide

Use Accounting budget reports

Compare saved Accounting budgets with actual ledger results using overview, variance and performance reports.

Audience: Finance managersFeature: Budget reportsModule v1.4.5
Feature pathAccounting → Reports → Budget reports
Before you beginThis guide follows Accounting and Bookkeeping module version 1.4.5. The required access is Accounting Reports: View. A related screen can remain hidden when an optional module is inactive, a source record is in an ineligible status, the selected account is inactive or the user is not an assigned approver.

What this feature does

Compare saved Accounting budgets with actual ledger results using overview, variance and performance reports. It forms part of Britixo Enterprise CRM's Accounting & Bookkeeping module and uses the module's permission-aware controller, status and mapping flow rather than a generic spreadsheet process.

How the module flow works

The report controller provides Budget Overview, Profit & Loss Budget vs Actual and Profit & Loss Budget Performance endpoints.

Actual figures come from converted ledger transactions; incomplete conversion makes variance misleading.

The report is a management analysis tool. External budget reporting may require additional approval or presentation rules.

Step-by-step workflow

  1. Open Budget Overview and select the budget.
  2. Confirm financial year and interval.
  3. Review values by account.
  4. Open P&L Budget vs Actual.
  5. Investigate material variances in the General Ledger.
  6. Open P&L Budget Performance for management review.
  7. Export or print with the selected filters recorded.

Important fields and decisions

Budget OverviewDisplays planned values by account and period.
P&L Budget vs ActualCompares planned and actual income and expense.
P&L Budget PerformanceHighlights performance and variance.
Period and budget selectorMust identify the approved scenario.
Zero-row optionCan simplify presentation without changing data.

What happens after completion

After the action is saved, Britixo keeps the Accounting record connected to its source and updates the visible status or ledger data supported by this workflow. Review the saved result rather than relying only on a success message. Where the action posts accounting data, total debits and credits must balance and the accounts must match the approved mapping or manual selection.

  • Open the saved record and confirm its final status.
  • Review the source reference and every debit and credit line where ledger data was created.
  • Use the relevant register, ageing, reconciliation or report to verify the wider effect.

Controls, checks and common mistakes

  • Use the same accounting basis and date range.
  • Do not compare actuals to a draft scenario unintentionally.
  • Explain favourable and adverse variance consistently.
  • Reconcile actuals before presenting results.
  • Use the least destructive correction available and record the reason for material changes.
  • Do not bypass a permission, approval or closed-period control by changing unrelated data.
Accounting and data safetyDeletion, reset, void, refund, mapping, journal and reconciliation actions can change financial history. Use approved access, retain supporting evidence and validate the result in the General Ledger or relevant control report.
Browse connected topics:expensereconciliationcheckbudgetreportapprovalmappingdouble-entryproject budgetimprestclaim
Accounting budgets overview →Use Profit & Loss reports →Use General Ledger, Journal and Trial Balance reports →Export, print and filter Accounting reports →Create an Accounting budget →Import, update or delete an Accounting budget →