Using Budget

This feature is available after applying for WORKS Finance.

You can view the usage status of budget.

The Use Budget page is laid out as follows.

Area Description
① Search area Search the budget usage status based on the business place, budget, affiliated department, budget standard code, budget type, budget item, service type/item, document number, usage date, completion status, registrant, and project conditions
② Download Download the budget usage status as an Excel file (See Download Budget Usage Status)
③ Budget usage status list View the budget usage status in a list

  • Budget Standard: Click to view budget standard details
  • Document Number:
    • Expense: approval document number of the expense settlement request
    • Expenditure: approval document number of the expenditure resolution report
    • Accounting: slip number or management number
  • Completion Status:
    • Expense: completion of final approval of the expense settlement request
    • Expenditure: completion of final approval of the expenditure resolution report
    • Accounting: completion of approval of slip or completion of creation of related slip

Download Budget Usage Status

The following describes how to download the budget usage status as an Excel file.

  1. Click the ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Budget’ in the pop-up window.
  2. Click at the top left of the screen.
  3. Click 'Use Budget' from the menu.
  4. If necessary, enter the budget usage history to be viewed in the search window, and then click ‘Search’.
    • You can view the budget usage status that corresponds to the entered conditions.
  5. Click 'Download'.
    • The budget usage status is downloaded as an Excel file.

 

  • The downloaded file is saved as ‘Budgetuse.xlsx’ in the Download folder.

 

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