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 LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  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

                                                                                                                                    • 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 ...
                                                                                                                                    • 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 ...
                                                                                                                                    • 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 ...
                                                                                                                                    • Creating marketing projects with Zia

                                                                                                                                      What's Zia in Zoho Marketing Plus? Zia is Zoho's advanced AI assistant capable of helping you with various business processes by contextually being part of the Zoho ecosystem of products. In Zoho Marketing Plus, Zia works together with OpenAI and ...
                                                                                                                                      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