Content Comparison

Categories

Operating

Income derived from sources related to a company's everyday business operations. For example, sales, consulting services incomes.

Non-Operating

The portion of an organization's income that is derived from activities not related to its core operations. Non-operating income would include such items as dividend income from investments, gains incurred due to foreign exchange.

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Recurrence Recurrence

Revenue Recurrence

Revenue recurrence works same as budget or actual

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ExpenseFields ExpenseFields

Custom fields

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

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

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EditExpense EditExpense

Editing revenue

Select an existing revenue to modify by clicking on it and then either click on the drop-down menu on the top-right part of the 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 revenue edition dialog.  For a detailed description of the revenue edition dialog, refer to Adding an a revenue section above.

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DeleteExpense DeleteExpense

Deleting an revenue

Select an existing revenue to delete by clicking on it and then either click on the drop-down menu on the top-right part of the 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 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 a revenue before proceeding.

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

Select an existing 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 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 revenue to actual, including its attached files. 

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

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ExpenseCosts ExpenseCosts

Revenue

amounts

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

CostAmoun = Number of payments x Payment amount

The number of payments depends on the recurrence definition for that revenue and the portfolio's time frame.  Only payments revenues 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 income won't be skipped if the incurrence date is a holiday).

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ExpenseDetails ExpenseDetails

Revenue details

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

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

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AttachFileExpense AttachFileExpense

Attaching files to

a revenue

 You can attach files to an a revenue in order to keep related documents handy (invoices, quotations, etc.). To attach files to an a revenue, select it and then click button Attach Files in 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.

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