Business operations

Set an event budget and review profitability

Compare expected figures with invoiced revenue and approved costs.

1. Open Operations → Event finances, select the event, and choose View finances.
2. Expand Event budget and enter expected revenue, staff costs, other expenses, travel reimbursement, and budget notes. Select Save budget.
3. Compare Budgeted profit with Profit from invoiced revenue. Check the Cost breakdown for approved staff wages, expenses, travel, and payment processing fees.
4. Review Net invoiced revenue and Cash collected, after refunds separately. Invoiced revenue excludes tax and reflects issued credits; cash collected includes tax and refunds.
5. Read any other-currency notice before comparing totals. Review the source invoice, timesheet, expense, or trip when a figure needs correction.

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