Overview: Create templates, using Financial Accounts, which are then available for tracking income and expenses within individual events. Under Application > Financial > Budget Templates
Once you have named a budget, click on "Edit" to begin adding financial accounts.
Allow Event Level Budget Items: Check this box if you want financial accounts included in the template, such as Registration Fees in the example below, to be added or deleted from the budget at the event level. If you do not check the box, the template must be used as is for any event.
Adding Budget Items: Click the Add Budget item link to choose any Financial Accounts you've created for the template. You can give each item a value within the template, but it's not required. The value can be added later at the Event level.
Once you have a template, you can add budgets to any event. In the vertical column of tabs in the event click Financial > Budget/Expense.
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