The following article pertains to our new Budgets and does not apply to our Legacy Budgets. See this article for how to identify which version of budgets your domain is currently using.
The Spend Data Export provides a report on spending related to Budget Categories.
Steps:
Navigate to Settings → Export Data
Click Prepare CSV next to Category Spend Data located towards the bottom of the page.
Select a Date Range and the Budget Categories to Export. Important: A date range must be selected for the CSV to contain spend data, otherwise, your CSV will only display the Category Name.
Optional: Select the Format Type. You can choose to edit the format of the CSV files if you wish to show different column headers or a different arrangement of columns.
Use the toggle to select if you wish to receive a copy of the CSV by email. This will be sent to the email associated with your Procurify log-in.
Click Export CSV. The export may take a few minutes. Once complete, click the Download CSV button to save the CSV to your computer.
Success! You have exported Budget Categories.
How to compare spending against budgets in Procurify
To view actual spending and compare it against budgets, export Budget Categories and the Spend Data export (following the steps above) and combine columns from the two files into a single file to compare spending data with budgets.
Ensure to use the same date ranges for both exports for an accurate comparison.
Steps:
Navigate to Settings → Export Data
Locate and Export Budget Categories by selecting the Prepare CSV button.
Locate and Export the Category Spend Data with the Fiscal Year. Important: ensure to select the same date ranges as you selected for the Budget Category export in step 2.
Open the CSV file for Budget Categories. Locate the column labeled Budget. Copy this entire column, including the column name.
Paste the copied column "Budget" and insert this as a new column next to the "Approved" column in the Category Spend Data export.
You notice that they're aligned 1 to 1.