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Entering Budgeting Actuals

How to input actual overhead expenses and "other revenue" with Budgeting

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Written by Tyler Postman
Updated over 2 years ago

You can now enter overhead expenses and other revenue incurred into the new Budgeting module. It's straightforward. Here's how...

New menu items for Actuals entry

In the Budgeting menu, under ACTUALS select Overhead Costs:

Type in costs directly or upload them

Your Overhead categories from your budget or budgets will be automatically displayed on the Overhead Costs page. You have two alternatives for inputting overhead costs.

  1. Directly type them in:

Or 2., select the upload tool to import a spreadsheet from your accounting system with one or more months of expenses. Then just follow the steps in the upload tool.

Adjusting categories

If you need to make changes to the categories themselves do that in the budget:

Other Revenue works the same way

The Other Revenue actuals page works the same way as Overheads. You can directly enter the revenue or do an upload.

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