Creating a Finance Record
Record any income or expense associated with an event, project, or company for full budget tracking.
What you can do
- Log payment or expense by category
- Attach related documents: contract, invoice, receipt
- Assign to the relevant project/event/partner
How to create a finance record
- Go to the Finances section
- Click Add record
- Enter required details (date, amount, category, description)
- Attach supporting files
- Save
Important Always attach contract or receipt images for audit trail and compliance.
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