Understand Budget vs Actuals Groupings

In Rillet, vendors in the Budget vs Actuals report are grouped automatically depending on whether they appear in your uploaded budget. This logic helps highlight planned vs unplanned spend and reduces visual clutter in the report.

Understand vendor grouping logic

1. Vendors listed in your budget file will appear as individual rows. These are called Budgeted Vendors, and you’ll see their actual and budgeted amounts side by sid

2. Vendors not listed in the uploaded budget are grouped under a single row. These are labeled as Other Vendors, and all associated spend is treated as unbudgeted.

3. You can click into each group to view detailed transactions. This lets you track which vendors are contributing to both budgeted and unexpected spending.

Tip for cleaner reports: If you want to track a vendor but don’t plan to budget for it yet, you can still include it in your budget file with an amount of $0. This keeps it out of “Other Vendors” and makes your report easier to read.

Understand the Uncategorized and Miscellaneous Vendors

1. Miscellaneous Vendors: This group includes real vendors not found in your uploaded budget.

• Example: You budgeted for “Salesforce” but not for “Hilton Hotels” - Hilton will appear under Miscellaneous Vendors.

1. No Vendor: These are transactions where the vendor field is blank or missing entirely.

2. No Department: These are Rillet transactions where the department field is not filled in.