Event Expenses

Tracking event expenses helps you manage budgets, monitor vendor payments, and keep your financial records accurate. By recording costs such as rental fees or catering to event records, you can also track any debts incurred by your events.

View an expense

On an event record, under Expenses, you can view:

• The expense type

• The expense amount, the budgeted amount, and the amount paid

• The vendor
  

Tip: From Events, you can also view expense details in the Expenses and Net columns.

Add an expense

1. On the event record, under Expenses, select Add Expense.

2. Select the expense type.

3. Under Budgeted, enter the amount budgeted for this expense.

4. Under Expense, enter the amount for this expense.

5. Under Paid, enter the amount paid to the vendor.

6. Select the expense date.

7. Under Vendor, search for a participant. If the vendor isn't already a participant, select the plus icon to add them. Vendors must be participants of the event.

   Tip: Can't edit this option? Contact your admin for permission to view and edit participants. For details, see Events Security.

8. To save a short note, enter it under Comment.

9. Select Save.

Tip: Don’t see this option? Contact your admin for permissions. For details, see Events Security.

Edit an expense

On the event record, under Expenses, select Edit from the expense’s menu. Adjust the expense information as needed, then select Save.

Delete an expense

From an event record, under Expenses, select Delete from the expense’s menu, then select Yes.