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Adding a revenue

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

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

Name	The name of the revenue as it will be displayed on the left side of the revenues. Examples: Rent for 222 Main Street, IDE licenses, Printer toner, Web hosting fee
Amount	The amount of this revenue. Note that in the case of a recurrent revenue, the amount of the revenue will depend if it is amortized or not. If the revenue is amortized, the amount entered here will be evenly split on the number of payments defined in the recurrence definition. Otherwise, the amount of each payment will be the amount entered in this field.
Category	The category of the revenue. See section Categories for more details on each option.
Type	A type for the revenue is used to group revenues. While typing in this field, types entered previously for other revenues that match what you type will be suggested to you for completion to help you avoid typos and duplications. Examples: Rent, Office furniture, Licenses, etc.
Recurring	By default, a revenue occurs only once. To change the date of occurrence of that revenue or to make the revenue recurrent (and possibly amortized), click the edit link. This brings up a dialog allowing you to define the recurrence for that revenue. As you change the values in that dialog, you will be presented with a phrase explaining the recurrence, in the text area located just above. See section on revenue recurrence for more details on the Recurrence dialog.
Amortized	If the Repeat value in the Recurrence dialog is changed to something else than Once, then an amortized checkbox appears under the Recurring field. Check this box if you want the Amount of this revenue to be evenly split in payments occurring on dates defined in the Recurring field.
Description	An optional, free form description of the revenue.

Revenue Recurrence

Revenue recurrence works same as budget or actual

Custom fields

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

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 a revenue section above.

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 a revenue before proceeding.

You can delete multiple revenues or even a mix of consulting services and revenues at once by selecting multiple lines in the Revenue list (by pressing and holding the Control key while clicking the consulting services and revenues to delete). You can then delete the selected 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.

Revenue amounts

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

Amoun = 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 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 income won't be skipped if the incurrence date is a holiday).

Example 1 - Recurrent expense

Amount: 100$

Cost	4 x 100$ = 400$
Recurrence definition	Monthly on day 1, from 1/Feb/2014
Portfolio time frame	1/Jan/2014 to 1/May/2014
Number of payments	4 (February 1st, March 1st, April 1st and May 1st)
Payment amount	100$

Example 1 - Amortized recurrent expense

Amount: 100$ (amortized)

Cost	4 x 25$ = 100$
Recurrence definition	Monthly on day 1, from 1/Feb/2014
Portfolio time frame	1/Jan/2014 to 1/May/2014
Number of payments	4 (February 1st, March 1st, April 1st and May 1st)
Payment amount	100$ / 4 = 25$

Revenue details

When selecting an revenue on the Revenue page, more information on that revenue is displayed in the details panel on the right.

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

Attaching files to a revenue

You can attach files to a revenue in order to keep related documents handy (invoices, quotations, etc.). To attach files to 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.

On this page:

Revenue

Related pages:

Folio Revenue

Adding a revenue

Operating

Non-Operating

Editing revenue

Deleting an revenue

Revenue amounts

Revenue details

Attaching files to a revenue

Adding a revenue

Categories

Operating

Non-Operating

Revenue Recurrence

Custom fields

Editing revenue

Deleting an revenue

Revenue amounts

Revenue details

Attaching files to a revenue

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