Tracking expenses in a Marketing Project
- Go to Brand Studio and select a Marketing Project.
- Click Add Expense in the Budget Summary tab.
- In the Add Expense popup, do the following:
- Enter the Expense Name.
- Click Associated activity and select the appropriate activity from the list.
- Enter the Expense Amount and specify the Expense Date.
- Enter a suitable Description and click Attach Files to upload supporting documents such as invoices or bills.
- Click Save.
- Go to Brand Studio and select a Marketing Project.
- Select an type of Activity and choose the Marketing Activity where you want to associate an expense.
- Click + Add Expense in the Expenses tab.
- In the Add Expense popup, do the following:
- Enter the Expense Name.
- Enter the Expense Amount and specify the Expense Date.
- Enter a suitable Description and click Attach Files to upload supporting documents such as invoices or bills.
- Click Save.
Editing or deleting an expense
- Go to Brand Studio and select a Marketing Project from the Marketing Projects tab.
- Click Expense Report tab from Budget Summary.
- Select an expense and click the Edit or Delete icon to edit/delete the expense.
- Go to Brand Studio and select a Marketing Project from the Marketing Projects tab.
- Select an Activity from the menu on the left and choose the Activity where you want to edit or delete the expense.
- Go to the Expenses tab and select an expense.
- Click the Edit or Delete icon to edit or delete the expense.
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