Manage Budget

Updated 1 month ago ​by Customer Success

Managing your quotes and vendor proposals

Facility to organize all budgets and expenses made throughout your event. Your cost control is centered and all your spreadsheets can be entered within the total budget available.

Step by step

How do I manage my costs?

To manage your costs you need to click on "event" > "financial" > "manage costs".

Click on "+ Add expenses" and choose the category of expenditure, which may be:

Total spending on lodging: a sum of the values for the rooms that are listed as occupied on our platform. To find out how to insert rooms and determine each other's guests, see room choice.

Total expenditure on flights: Sum of the values recorded on the platform with the air transport of the participants. To learn how to enter this information, see Logistics and flight management.

Total expenditure on transfers: Sum of the values recorded on the platform related to the logistics of the participant. For more information, see Transfer/Travel transfers.

Generic: Other expenses/budgets related to the event.

If you choose the categories of hosting, flight or transfer, you will have to enter only the description and the date of the expense. In the case of the generic category, the value is also required.

After filling out all the information, click "Create".

How do I set the limit of my expenses?

You can limit the total amount of your expenses by clicking "Edit" and then set the value in the "Available budget" field and then "End".

How can I keep track of my expenses?

You can track all your expenses by the management panel itself, which will indicate the total already spent in relation to the limit value and how many expenses have been registered.

Is it possible to delete any registered expenses?

Yes. Just click on "Edit", select the expense you want to delete and then click "Remove" and then "end".

I have inserted or deleted flight information, transfer and/or room occupancy. Will I have to manually update this information in the cost Management dashboard?

No. If you have changed regarding the categories of flights, transfer or hosting, the system will automatically update and instantly the values.

Can I enter several expenses at once on the platform?

Yes. To do this, you need to download the default worksheet and fill in the information for all the columns in the file.

Save the worksheet after you have finished the changes and upload it to the platform by clicking "Edit" > "import". In the window that opens, click the Green button, select the file, and then click "Add" and then "end".

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