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perton
New Member - Level 1

Does anyone know how to view year-to-date budget/spend in Concur budget?

Does anyone know how to view the year-to-date budget/spending in Concur?

 

I only seem to be able to view month-by-month or multiple months side-by-side.

 

Many thanks

1 REPLY 1
PoojaKumatkar
Routine Member - Level 1

Hi @perton ,

 

As per my understanding year-to-date budget will only be available if budget is configured using 'date range'. Just to check this I tried configuring budget with date range and now if you see under filter it will ask to choose filter in year-to-date format.

 

PoojaKumatkar_0-1720511609284.png

 

 

if budget is configured using year, quarter or month then it will disable 'date range budget' option and under 'period budget' it will give you only year, quarter and month option. It will not show you any date option in selection criteria as shown below.

 

PoojaKumatkar_1-1720511743889.png

 

Thanks!
Regards,
Pooja