Event Expenses

To track debts incurred by your events, such as rental fees or catering costs, you can add expenses to event records.

On an event’s record, under Expenses, you can add expenses and view their details. For each expense, you can view:

  • The expense type

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

  • The vendor

Tip: You can also view expense information from Events using the Expenses and Net columns.

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

  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 that has been paid to the vendor.

  6. Select the expense date.

  7. Under Vendor, search for a participant. If the vendor is not already a participant, select the plus icon to add them.

    Note: Vendors must be participants of an event.

    Tip: To edit this field, you must have permission to view and edit participants. Contact your system admin for rights to make this type of change. For more information, see Events Security.

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

  9. Select Save.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change. For more information, see Events Security

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

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