Content Comparison

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AddExpense AddExpense

Adding an revenue

To budget an expenserevenue, either click the Add Expense Create Revenu button or hit the "a" (for add) shortcut key.  This brings the expense revenue edition dialog.  Check the "create another" box at the bottom of the dialog in order to create many expenses revenues in sequence.

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The following table describes the various fields of the expense revenue edition dialog.

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ExpenseRecurrence ExpenseRecurrence

Revenue recurrence

When editing an expenserevenue, you can define the dates of its payments using the Recurrence dialog that appears when clicking the edit link of the Recurring field in the Expense revenue edition dialog.  The recurrence dialog gives you great flexibility on defining when the payments should occur.  A recurrent expense revenue can occur Daily, Weekly, Monthly or Yearly.  Furthermore, each of these frequencies brings other options to further specify dates of occurrence.

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Daily Daily

Daily

revenue

Select "Daily" in "Repeat" field to specify a daily expenserevenue.  A daily expense revenue can occur at some interval, for example, every 3 days.

The following table describes the various fields of the daily expense revenue dialog

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Weekly Weekly

Weekly

revenue

Select "Weekly" in "Repeat" field to specify a weekly expenserevenue.  A weekly expense revenue can occur at some interval, for example, every 3 weeks.  It can also occur on more than one specified days of the week for each period

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Monthly Monthly

Monthly

revenue

Select "Monthly" in "Repeat" field to specify a monthly expenserevenue.  A monthly expense revenue can occur at some interval, for example, every 3 months.  It can also be specified to occur on a given day of the month (e.g. Every 7th day of the month) of on a given day of week (e.g. Every second Monday of the month).

The following table describes the various fields of the monthly expense revenue dialog.

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Yearly Yearly

Yearly

revenue

Select "Yearly" in "Repeat" field to specify a yearly expenserevenue.  A yearly expense revenue can occur at some interval, for example, every 3 years.

The following table describes the various fields of the monthly expense revenue dialog.

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ExpenseFields ExpenseFields

Custom fields

If you add Custom expense revenue fields in the Folio configuration screen they will available in Actual expensesrevenues.

Note that you can enter any value up to 255 characters. Also that those values will displayed in the actual expense revenue details column under the "Extra Information" section.

 

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TimeFrame TimeFrame

Expenditures and Portfolio Time Frame

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EditExpense EditExpense

Editing

revenue

Select an existing expense revenue to modify by clicking on it and then either click on the drop-down menu on the top-right part of the expense revenue details view (on righthand side of the screen) and select the Edit option or hit the "e" (for edit) shortcut key.  This will bring up the expense revenue edition dialog.  For a detailed description of the expense revenue edition dialog, refer to Adding an expenserevenue section above.

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DeleteExpense DeleteExpense

Deleting an

revenue

Select an existing expense revenue to delete by clicking on it and then either click on the drop-down menu on the top-right part of the expense revenue details view (on righthand side of the screen) and select the Delete option or hit the "d" (for delete) shortcut key.  This will bring up a dialog to confirm expense revenue deletion.  Click the Delete button to confirm the deletion, or Cancel link to abort deletion.  Deletion is permanent, thus make sure you really want to delete an expense revenue before proceeding.

You can delete multiple expenses revenues or even a mix of positions and expenses revenues at once by selecting multiple lines in the budget (by pressing and holding the Control key while clicking the positions and expenses revenues to delete).  You can then delete the selected expenditures the same way you delete a single expenserevenue.  Note that in this case, the deletion confirmation will inform you of how many items are about to be deleted.

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CopyExpenseToActual CopyExpenseToActual

Copying an

revenue to actual

Select an existing expense revenue to copy to actual by clicking on it and then either click on the drop-down menu on the top-right part of the expense revenue details view (on righthand side of the screen) and select the Copy to actual option or hit the "t" (for to Actual) shortcut key.  This will copy the selected expense revenue to actual, including its attached files. 

You can copy multiple expenses revenues to actual at once by selecting them in the budget (by pressing and holding the Control key while clicking the expenses revenues to copy).  You can then copy the selected expenses revenues the same way you copy a single expenserevenue.  The confirmation message will inform you of how many expenses revenues have been copied.

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ExpenseCosts ExpenseCosts

Revenue costs

The budget page shows the calculated planned cost for each expense revenue and expense revenue groups (by type).  The cost of an expense revenue is calculated by multiplying its payment amount by the number of payments. 

Cost = Number of payments x Payment amount

The number of payments depends on the recurrence definition for that expense revenue and the portfolio's time frame.  Only payments occurring (inclusively) between the portfolio's start and end dates (see Folio Configuration) are computed. 

Note also that non-working days are not taken into account (e.g. a rent payment won't be skipped if the incurrence date is a holiday).

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ExpenseDetails ExpenseDetails

revenue details

When selecting an expense revenue on the budget page, more information on that expense revenue is displayed in the details panel on the right.  This panel shows the expense revenue detailed information:

• Name
• Type
• Category
• Amount
• First and last payment dates
• Recurrence definition
• Calculated total cost
• Reporter (the user who added the position)
• Description
• Attached files

You can also select multiple expenses revenues or even a mix of positions and expenses revenues at once by selecting multiple lines in the budget (by pressing and holding the Control key while clicking the positions and expensesrevenues).  This gives you an aggregated view showing the total costs of the selected expenditures.

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AttachFileExpense AttachFileExpense

Attaching files to an

revenue

 You can attach files to an expense revenue in order to keep related documents handy (invoices, quotations, etc.). To attach files to an expenserevenue, select it and then click button Attach Files in expense revenue details panel on the right.  This will bring up a dialog where you can pick a file (or multiple files simultaneously, if your browser allows it) and enter an optional comment.

On this page:

• Revenue
  • Adding
  • Recurrence
    
    • Consulting
    • Consulting
    • Consulting
    • Consulting
  • Custom fields
  • Expenditure Time Frame
  • Editing
  • Deleting
  • Copy to actual
  • Costs
  • Details
  • Attaching Files

Related pages:

• Folio Budget