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Incorrect Remaining Amount Expenses

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Level 3

Hi,

I believe the Remaining Amount column in Expenses in incorrect or am I missing something in its calculation?

Invoice Date 2024:

Planned Amount: $800

Actual Amount: $600

Remaining Amount: $1000? It should be $200

 

Invoice Date 2023:

Planned Amount: $16000

Actual Amount: $13200

Remaining Amount: $5000? It should be $2800

stan255_0-1704149602011.png

 

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1 Accepted Solution

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Correct answer by
Level 7

Hi Stan,

 

Is it possible, that you are talking about a custom report? I don't see a column Remaining Amount in the default expense report. Neither there is a corresponding field for this. So I assume, that you need to double check the calculation in the text mode for this column or check the syntax, if you are using a custom calculated field.

 

Regards

Lars

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3 Replies

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Correct answer by
Level 7

Hi Stan,

 

Is it possible, that you are talking about a custom report? I don't see a column Remaining Amount in the default expense report. Neither there is a corresponding field for this. So I assume, that you need to double check the calculation in the text mode for this column or check the syntax, if you are using a custom calculated field.

 

Regards

Lars

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Community Advisor

Agree with @lgaertner - "remaining" isn't an option in Workfront or the API for expenses so this must be a custom column in a report/view or calculated field option from a custom form with a calculation that isn't pulling correctly. The calculation should be simple if it's just planned vs actual: SUB({plannedAmount},{actualAmount})

 

You could also check the settings for the columns and make sure they are set to Sum instead of another option:

 

KellieGardner_0-1704214962874.png

 




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Level 3

@lgaertner @KellieGardner Thanks for the response, guys.

I had a look again and the remaining cost is a Project-level field and it is calculating the remaining based on all the expenses in that Project.