Company budget management

The Company Budget page allows you to view:

  • Your overall budget for all events
  • Your top 10 expenses
  • The list of individual event budgets

How do I view the Company Budget?

To view the Company Budget, click on your company logo in the top left corner of the platform, then on the menu o the left click on Reports.

Reports

Then click on Budget.

Budget

You will be directed to the budget screen:

budget screen

What can I view on the Company Budget?

Your overall budget for all events

Here you can view the statistics to date, showing total expenses, foreseen expenses and/or fulfilled expenses, If you would change your view of the chart then click on name of the expense to temporarily remove it from the chart.

view on the Company Budget

You can change the view of the chart with the zoom tool on the left side (outlined in the image below)

You can also change the dates on the right side. (outlined in the image below)

change the dates on the right side

Top 10 Expenses

Here you have your list of top 10 expenses, simply click on the expense of you choice and the description and chart of the budget will show for you, above.

Top 10 Expenses

The list of individual event budgets.

Here you can view and search for your event budgets individually.

individual event budgets

To learn more information about budgets for an event click here: Budget Management


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