Simplify Your Finances with Our Expense Receipt Template for Marketing

Expense receipt template for Marketing

hi today we'll have a look at how to use the marketing budget template we'll start by hiding the top ribbon to have more space perfect first let's go into the settings page it allows you to indicate the report start month and year as well as the initial budget let's go to the categories tab this is where we list up to 10 categories and 10 sub-categories for each category let's add a new one we'll call data marketing we'll also list all the associated subcategories great moving on to the budget section this is where we enter monthly budgets for each categories let's enter budgets for a newly created category great next the suppliers tab this is where we enter all suppliers and their details let's add a new one together will indicate the supplier's name their address the city state zip code phone number an email and a name we'll hit the button to sort the suppliers alphabetically perfect let's move on to the expense section this is where we enter all expenses and indicate their details let's say we had an expense in may will indicate the date the invoice number supplier category subcategory amount and if it has been paid or not we can also add notes if need be great we're now ready to look at the results first let's go to the dashboard we'll hit the refresh button to ensure the latest data is being shown perfect the header indicates main kpis we have the total budget the actual expenses which are only paid invoices the payable accounts which consists in invoices remaining to pay the total expenses and the balance further down we have the top expenses by category the actual expenses first budget the top 10 suppliers in terms of expenses and then finally under that we have the monthly performance which is the actual first budget on the right hand side a series of filter allows us to visualize specific data we can filter by month by supplier or by category moving on to the expense report this is a table that shows monthly expenses for each category and subcategory once again filters on the right hand side allows us to filter expenses based on if they have been paid or not and my supplier finally the budget report this lists all categories their overall budget actual expenses payable and total expenses as well as a balance which is budget versus actual and a percentage actual first budget the data on the right hand side indicates overall data and that's it you know everything you need to know about our marketing budget template and you're ready to start using it now enjoy