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 cost line
Once your budget has been created, go to the Plan -> Budgets, and click on the Costs tab.
In the costs table, click the + icon to add a new cost line item.
Fill in the details of the line and click the ✔️ icon to confirm.
Fields marked with a red asterisk * are mandatory.
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
- The fields Decision deadline, Validated, Payment due date, and Paid allow you to monitor transactions related to this expense in real time.
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)?