🎯 Year End - Top Tip #5

Welcome to our fifth weekly tip on preparing for year end - this ones nice and easy and shouldn't take long!

👉 Detailed Cost Centre Report

This report provides a detailed breakdown of your transactions, grouped together by cost code, which makes it the perfect report to identify any miscoding's.

While this does not affect your annual return figures it is a useful check in confirming that your final balances against your budget lines are correct

✅ Check:

• Navigate to Summary Reports → Detailed Cost Centre
• Using the Filter button you can run this report for payments or receipts (we recommend doing these separately). You can also tick the box to include code transfers if you use this function.
• Review transactions for any potential miscoding's

See How do I change a transaction cost code? for guidance on making amendments.

👇 You can also watch a tutorial on this check.