Budget, expenses, and transfer of value
- How to use the Budget module
- Setting up budgets: categories, bands, and policies
- Budget capture at request and working the budget during planning
- Reconciliation, invoices, and closing the event
- Building and scheduling a reinvoicing summary
- How to manage payments, honoraria, and reimbursement on your events
- How to manage transfer of value on your events
- Setting up transfer of value and cost category mapping
- Running and correcting an allocation
- The disclosure handoff and accessing allocation data
