Event Budget Management

Updated 1 day ago ​by Taís Hamamoto


This feature allows you to organize tour budget and expenses for the event. You are able to control costs and enter spreadsheets to the tool.


How do I manage my Budget



To manage your costs you need to click on EVENT > FINANCE > BUDGET

You will be directed to the screen below:

Click on " + Add Expense"

Then, add the fields, as shown below:

Total Accommodation Expenses: sum of the amounts referring to the rooms that appear as occupied in our platform. To learn how to enter rooms and determine guests for each one, see Room Choice .

Total Flight Spend: sum of the values ​​registered in the platform with the air transport of the attendees. To learn how to enter this information, see Flight Management .

Total spent on Transfers: sum of the values ​​registered in the platform related to the attendees logistics. For more information, see Transfer / Travel Transfers / Shuttles .

Generic: other expenses / budgets related to the event.

If you choose the categories of Lodging, Flight or Transfer, you will have to enter only the description and the date of the expense. In the case of the Generic category, the value will also be required.

After filling in all the information, click on "CREATE"









How do I set an amount limit ?

You can limit the total amount of your expenses by clicking on EDIT > Available Budget - set the value > END.


How can I keep track of my expenses?

You can track all your expenses. The budget main page will show what has been spent and how much you have left. 


Filter

You can filter, clicking on the funnel button.

Is it possible to delete any registered expenses?

Yes. Just click on EDIT > Select the Expense you wish to delete > Remove > End.






To Enter or delete flight information, transfer and / or room occupancy, Will i have to manually update this information in the cost management dashboard? 

No. If you have changes related to the categories of Flights, Transfer or rooms, the system will automatically and instantly update the values.







I have inserted or deleted  flight information, transfer and/ or rooming list. Will I have to manually update this information in the cost dashboard?

No. If you have changed any information regarding  flights, transfer or rooming list, the system will update automatically.

Can I enter multiple expenses at one time on the platform?

Yes. To do this, you need to download the standard spreadsheet and fill in the information for all the columns in the file.

Save the worksheet after finalizing your changes and upload it to the platform by clicking "EDIT"> "IMPORT" . In the window that opens, click the green button, select the file and then click "ADD" and then "END" .