Budgeting

Overview

To get to your branches budget, click Registers then Branches. Select a Branch and then click the Budget tab.

Revenue

Estimated Revenue (hover over values for a breakdown):
This is calculated by multiplying the number of hours worked by the employee’s chargeout rate. If their utilisation (%) is not specified in their employment details or position, it will default to 100%.
The calculation also excludes any time marked as leave or public holidays.

Main Revenue:
This is the total revenue from standard invoiced work for the month. You can enter or adjust the amount by clicking on the cell for that month and add a comment by clicking the speech bubble icon.

Adjustments:
These are manual changes or corrections to the revenue total, such as write-offs or reallocations. Click the cell for the month to enter an amount and use the speech bubble icon to add a comment.

Actual Revenue (click a monthly number to see the invoices that make up this total):
This is the total of all invoices that have been issued (i.e. not in draft) for the month.

Monthly Totals:

Total Revenue:

Cost of Sales