With Eventdrive, you have the ability to monitor your event’s expenses and revenues in real time through the Budget module.
To learn more about the Budget module and how to create it, please refer to the article: How do I create my budget?
How to add a revenue line
Once your budget has been created, go to the Plan -> Budgets, and click on the Revenue tab.
In the revenue table, click the + icon to add a new revenue line item.
Fill in the details of the line and click the ✔️ icon to confirm.
Fields marked with a red asterisk * are mandatory.
Click the + icon again to add a new line item.
Additional information
The following fields can be filled in:
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Category: View the list of categories defined by your Eventdrive organisation owner
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Supplier: If your supplier does not appear in the company list, please read this article or contact your Eventdrive organisation owner
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Description: Name of your budget line
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Quantity: Quantity of product purchased
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Estimated Amount: Anticipated value of the transaction
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Actual Amount: Final value of the transaction
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Tax (%): VAT rate for this line item
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Status: Progress of this budget line. To add a new status to the available list, please contact your Eventdrive organisation owner
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Comments: Notes related to this transaction
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Documents: Quotes / invoices / other documents related to this transaction
To learn more about adding new categories, suppliers, and statuses, please refer to the following article: How to configure the budget settings of my event (categories/ status/suppliers/responsible for validation / cost centers)?