Commitment reports

In the menu section "Report" under Commitments, you'll find an overview displaying the current financial data of a project.

Overview

In the overview, you'll see the project name followed by all the financial details. This allows you to instantly grasp the project's progress. If a project is displayed in red, it means that the project's value is in the negative. This can happen if you've set a lower budget than what was determined for the Commitment.

At the top of the overview, there are three abbreviations. 'B' stands for Budget, 'O' stands for Commitment, and 'I' stands for Invoice. Therefore, 'Difference (O-I)' represents the difference between the Commitment and the invoice.

Subprojects and encoding

If there's a plus sign on the left side of a project's name, it indicates that sub-projects are registered under this project. Clicking on the plus sign will display the details of the sub-projects. If you want to view the project's coding as well, click on the line of the project or sub-project. This will take you to an overview where you can view all associated coding lines. The Commitment-number is displayed in blue. Clicking on it will take you to a page where you can view the Commitment.

Linked invoices

At the bottom of the encoding line, you'll see if there are invoices linked to the project. Clicking on the document icon next to the line will open a view of the invoice. Clicking on it will initiate the download of the invoice scan. The magnifying glass icon will redirect you to the page containing all information related to the invoice. If multiple coding lines are available, they will be displayed one after the other.

• Related Articles

• How does working with commitments in Spend Cloud work?

  A commitment is a financial obligation that arises from a purchased product and/or service. Such a commitment can be based on an offer, a contract, or an order. You enter into this commitment with a supplier who will provide the service and/or ...

• User manual Commitments - Managing commitments and budgets

  In this manual you are referred to different articles within the Spend Cloud portal. If you follow them step-by-step you get a complete view of how to manage commitments, by adding and deducting these, ánd how to manage budgets in Spend Cloud. ...

• Configuration settings for Commitments

  In the menu section "Configuration Settings / Commitments," you will find settings that apply to the Commitments module. For more information about configuration settings, refer to this article. Make sure you understand what each setting does before ...