Spend VS Budget Report: For Clients

Navigate to your Reports tab > Spend vs Budget Report

STEPS:

  1. Apply the date range needed and specify the type of spend you are looking at such as worked, invoice and Received.
  2. Specify the criteria for the data such as practice area, matter, entity and firm along with currency.
  3. You can review the graph and table through the UI or also export the data into excel as show in the image.

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