• The "Changes in Client Expenses Report" is designed to help you track and compare a client's declared expenses between their budget updates.
• The report provides a comprehensive list of client budgets, showing the total expense amount for the current budget alongside the total expense amount from the client's immediately preceding budget. This allows for a direct comparison, making it easy to identify significant changes in a client's financial situation over time.

2.Prerequisites for Access

• To access and view this report, your user role must be assigned the "Change in Client Expenses" resource permission by a system administrator.

3. Accessing the Report

Follow this simple navigation path within MAXMONEY to open the report:

• Click on Reporting in the main menu.
• Select Administration.
• Choose Change in Client Expenses.

4. Using Report Filters

• You can filter the report to focus on a specific period using the following filter:
• Date Range: Select a start and end date to display only the client budgets that were created within that specific timeframe.

5. Understanding the Report Columns

• The generated report will contain the following columns:
• Client Number: The unique identification number for the client.
• Client Initials: The client's initials.
• Client Name: The client's first name.
• Client Surname: The client's last name.
• Client Status: The current status of the client's account (e.g., Active, Inactive).
• Budget Date: The date on which the current budget was created.
• Budget Type: The type of budget calculation method used (e.g., Standard and NCR, NCR Detailed). The method used here determines how income and expenses are calculated.
• Previous Expenses: The total expense amount recorded on the client's budget immediately prior to the current one. This provides a baseline for comparison.
• Current Expenses: The total expense amount recorded on the current budget. The calculation for this value depends on the Budget Type:
• For "Standard and NCR" budgets: This is the sum of all expense items listed.
• For "NCR Below R8k" budgets: This reflects the "Consumer Declared Expenses".
• For "NCR Detailed" budgets: This is the higher value between the client's total declared expenses and the regulated "Minimum Living Expense" figure.
• Current Income: The total income recorded on the current budget. The calculation for this value also depends on the Budget Type:
• For "Standard and NCR" budgets: This is the total income listed on the items page.
• For "NCR Below R8k" budgets: This reflects the "Gross Monthly Income".
• For "NCR Detailed" budgets: This reflects the total income figure from the designated income section of the detailed budget.