Follow these steps
Step 1:
Open the client’s profile and go to Fund Details → Scroll down a bit.
Step 2:
Find the support category and click the Used Budget History option and filter the date range.
Step 3:
The Used Budget History popup lists every invoice that used that category’s budget:
o Record type: Shift or Case Note.
o Date: shift date and time, or the case note’s delivered date.
o Line item, invoice date, quantity and amount.
o The total used, at the top.
Step 4:
Close the popup to go back.
Good to know:
- It’s read-only.
- It only shows invoiced work. Rostered shifts that haven’t been invoiced don’t appear.
- It still works after the plan is archived.