Home → Events/Training → Overview → Expense tracker
1.6. Expense tracker
The "Expense Tracker" is accessible from the Main Menu. By default when you open the expense tracker it will show any future events for the current year.
You can search for events/training courses based on a specific date range using the date picker or by using the search box to filter based on different criteria.
You can choose which columns of information you would like to see appear on the grid or change the position they appear in.
The expense tracker has some important columns of information to help you track your event/training course expenses.
- Member Income - Any income received for price types you deem as being for members. Check below how to determine which price types are deemed as "Member Income".
- Non Member Income - Any income received for price types you deem as being for non members. Check below how to determine which price types are deemed as "Non Member Income".
- Total Bookings - The total number of bookings for the event/training course with a booking status of "Active" or "Attended".
- Sponsor Income - The total income from sponsorships.
- Total Income - The total income from bookings and sponsorships.
- Presenter Costs - The total costs for presenters.
- Catering Costs - The total costs for catering.
- Resource Costs - The total costs for resources.
- Total Expenditure - The total cost for the presenter, catering and resources.
- Surplus - The total income minus the total expenditure.
Determining Member Income
The Expense Tracker shows two booking income streams. One of the streams is Member Income.
You can determine which price types you deem as being Member Income by navigating to Main Menu > System > Settings. In the Settings section search for the system property "Member Price Type".
You can then populate the price types you deem as Member Income using a semi-colon as the separator character ";" between the different price types.
For example, if you deem "Member Rate" and "Patron Rate" as Member Income you would enter into the system property "Member Rate;Patron Rate".
Determining Non Member Income
The Expense Tracker shows two booking income streams. One of the streams is Non Member Income.
You can determine which price types you deem as being Non Member Income by navigating to Main Menu > System > Settings. In the Settings section search for the system property "Non Member Price Type".
You can then populate the price types you deem as Non Member Income using a semi-colon as the separator character ";" between the different price types.
For example, if you deem "Non Member Rate" and "Guest Rate" as Non Member Income you would enter into the system property "Non Member Rate;Guest Rate".