COST/INCOME TRACKING

Records Income/Expense

Use the Service Financials component to record property-level costs and income entries, such as costs from invoices for work performed by vendors or fees you collect.

Configure Budget Accumulators

A Budget Accumulator is a tool that lets users track costs and income at the property, service, or program level. For staff who don’t have access to an organization’s financial management system, a Budget Accumulator is an easy way to track costs and income against projected or budgeted amounts. Users can create as many Budget Accumulators as needed.

View Rollups

Budget Accumulators roll up costs and income at the Property, Service, Program, and Individual Budget Accumulator level. Use rollups or create reports to track and report costs and income.