Set event and annual budgets
Team and Unlimited include event budget targets. Unlimited adds annual budgets and analytics across a calendar or fiscal year.
FOLLOW THE FINANCIAL DETAILS
Keep planned costs, invoices, credits and payment schedules in view. See the financial commitments behind each event and review what still needs to be paid.
BUDGETS & PAYMENTS
Event budgets, costs, invoices and payments require Team or Unlimited. Cost centers and annual analytics require Unlimited. Compare plans.
Team and Unlimited include event budget targets. Unlimited adds annual budgets and analytics across a calendar or fiscal year.
Booths, services, attendee registrations, travel and shipments contribute to event cost tracking.
Group services by vendor invoice, with line-item costs and allocated tax, fees or discounts. Keep the invoice attached to the order.
Record amounts, due dates and paid amounts for payment schedules. Track a deposit and later balance instead of reducing the order to a single paid checkbox.
Use the Payments dashboard to review upcoming and overdue entries, recorded payments and remaining balances.
Add miscellaneous event expenses and credits, such as an unplanned customer dinner. Unlimited adds organization-managed cost centers when enabled.
PUT IT INTO PRACTICE
Define the event budget and enter the costs you expect to commit to.
Attach invoices, connect service line items, and record installment dates and paid amounts.
Review source expenses and credits during closeout, then compare recorded costs with the plan.
A LITTLE MORE DETAIL
No. It records payment schedules and amounts entered by your team. Making a vendor payment happens through your normal payment process.
Yes. Unlimited organizations can enable a managed list of cost centers or turn cost-center tracking off.
Workspace currency settings control amounts displayed in the app. They do not perform automatic foreign-exchange conversion.
Compare the feature requirements, user limits and storage included in each plan.