Tracking expenses in a Marketing Project | Online Help - Zoho Marketing Plus

Tracking expenses in a Marketing Project

All your marketing expenses such as paid ads, social media promotions, hosting events, public relations, designing and printing materials, and so on can be tracked for each and every Marketing Project in Marketing Plus. These expenses can be associated with the appropriate activity, which helps you understand the amount spent on a particular type of activity.
 
In Marketing Plus, expenses specific to a Marketing Project can be added from the Expense Report tab in Budget Summary, or Expenses tab from each marketing activity.


Brand admins, users with access to marketing projects, and marketing project owners can create, edit, or delete expenses. Additionally, Brand Admins and Marketing Project Owners can edit/delete expenses added to any Marketing Project in Marketing Plus. 
To add expenses to a Marketing Project
  1. Go to Brand Studio and select a Marketing Project.
  2. Click Add Expense in the Budget Summary tab.

  3. In the Add Expense popup, do the following:
    1. Enter the Expense Name.
    2. Click Associated activity and select the appropriate activity from the list.

    3. Enter the Expense Amount and specify the Expense Date.
    4. Enter a suitable Description and click Attach Files to upload supporting documents such as invoices or bills.

    5. Click Save
To associate expenses to an activity
  1. Go to Brand Studio and select a Marketing Project.
  2. Select an type of Activity and choose the Marketing Activity where you want to associate an expense.
  3. Click + Add Expense in the Expenses tab.

  4. In the Add Expense popup, do the following:
    1. Enter the Expense Name.
    2. Enter the Expense Amount and specify the Expense Date.
    3. Enter a suitable Description and click Attach Files to upload supporting documents such as invoices or bills.

    4. Click Save

Editing or deleting an expense 

Expenses can be edited or deleted from the Expense Report tab of Budget Summary in a Marketing Project which lists the expenses across all activities. You can also edit or delete them from the Expenses tab of an activity.

To edit or delete expenses from the Expense Report
  1. Go to Brand Studio and select a Marketing Project from the Marketing Projects tab.
  2. Click Expense Report tab from Budget Summary.
  3. Select an expense and click the Edit or Delete icon to edit/delete the expense.

To edit or delete expenses from an activity
  1. Go to Brand Studio and select a Marketing Project from the Marketing Projects tab.
  2. Select an Activity from the menu on the left and choose the Activity where you want to edit or delete the expense.
  3. Go to the Expenses tab and select an expense.
  4. Click the Edit or Delete icon to edit or delete the expense.


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION





                              Quick Links Workflow Automation Data Collection
                              Web Forms Enterprise Begin Data Collection
                              Interactive Forms Workplace Data Collection App
                              CRM Forms Customer Service Accessible Forms
                              Digital Forms Marketing Forms for Small Business
                              HTML Forms Education Forms for Enterprise
                              Contact Forms E-commerce Forms for any business
                              Lead Generation Forms Healthcare Forms for Startups
                              Wordpress Forms Customer onboarding Order Forms for Small Business
                              No Code Forms Construction RSVP tool for holidays
                              Free Forms Travel
                              Prefill Forms Non-Profit

                              Intake Forms Legal
                              Mobile App
                              Form Designer HR
                              Mobile Forms
                              Card Forms Food Offline Forms
                              Assign Forms Photography
                              Mobile Forms Features
                              Translate Forms Real Estate Kiosk in Mobile Forms
                              Electronic Forms

                              Notification Emails for Forms Alternatives Security & Compliance
                              Holiday Forms Google Forms alternative  GDPR
                              Form to PDF Jotform alternative HIPAA Forms
                              Email Forms
                              Encrypted Forms
                              Embeddable Forms
                              Secure Forms
                              Drag & drop form builder
                              WCAG

                                    Create. Review. Publish.

                                    Write, edit, collaborate on, and publish documents to different content management platforms.

                                    Get Started Now




                                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                          Manage your brands on social media


                                                            • Desk Community Learning Series


                                                            • Digest


                                                            • Functions


                                                            • Meetups


                                                            • Kbase


                                                            • Resources


                                                            • Glossary


                                                            • Desk Marketplace


                                                            • MVP Corner


                                                            • Word of the Day


                                                            • Ask the Experts


                                                              Zoho Sheet Resources

                                                               

                                                                  Zoho Forms Resources


                                                                    Secure your business
                                                                    communication with Zoho Mail


                                                                    Mail on the move with
                                                                    Zoho Mail mobile application

                                                                      Stay on top of your schedule
                                                                      at all times


                                                                      Carry your calendar with you
                                                                      Anytime, anywhere




                                                                            Zoho Sign Resources

                                                                              Sign, Paperless!

                                                                              Sign and send business documents on the go!

                                                                              Get Started Now




                                                                                      Zoho TeamInbox Resources





                                                                                                Zoho DataPrep Demo

                                                                                                Get a personalized demo or POC

                                                                                                REGISTER NOW


                                                                                                  Design. Discuss. Deliver.

                                                                                                  Create visually engaging stories with Zoho Show.

                                                                                                  Get Started Now









                                                                                                                      • Related Articles

                                                                                                                      • Create and manage Marketing Projects

                                                                                                                        Creating a Marketing Project When you already have a complete plan on the different marketing activities, the owner, and other important specifics, you can create them as an Active Marketing Project. Start assigning the activities and the appropriate ...
                                                                                                                      • How can I edit a Marketing Project?

                                                                                                                        The marketing project can be edited only by the Administrator or the Project Owner. To edit a marketing project Go to Brand Studio and select a Marketing Project. Click More > Edit. Modify the project information and click Save. To change color Go to ...
                                                                                                                      • Introduction to Marketing Plus

                                                                                                                        Marketers spend a lot of time and effort studying marketing trends and listening to feedback so they can deliver tailored customer experiences. Every marketing project requires hard work, from sending email campaigns to creating help materials for ...
                                                                                                                      • Unified marketing calendar

                                                                                                                        As a Marketing Manager or CMO for a business of any size (small or enterprise), managing your daily activities and setting up a concrete marketing strategy for the whole year can be a daunting task. You might be working on email campaigns, social ...
                                                                                                                      • Is it possible to get a consolidated list of all the activities along with their status in a marketing project?

                                                                                                                        Yes, the Overview page of the Marketing Project displays all the activities along with their status such as Launched, Scheduled, and Pending. You can also get the status of all the tasks in a project.
                                                                                                                        Wherever you are is as good as
                                                                                                                        your workplace

                                                                                                                          Resources

                                                                                                                          Videos

                                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                          eBooks

                                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                          Webinars

                                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                          CRM Tips

                                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                                            Zoho Show Resources