Cost and Income Tracking

Records Income/Expense

Use the Service Financials component to record property-level costs and income entries, such as costs from invoices for work performed by vendors or fees you collect.

Configure Budget Accumulators

A Budget Accumulator is a tool that lets users track costs and income at the property, service, or program level. For staff who don’t have access to an organization’s financial management system, a Budget Accumulator is an easy way to track costs and income against projected or budgeted amounts. Users can create as many Budget Accumulators as needed.

View Rollups

Budget Accumulators roll up costs and income at the Property, Service, Program, and Individual Budget Accumulator level. Use rollups or create reports to track and report costs and income tied to your property data.

Want to learn more about our features? Check out our demo page!

<< Service Management Reporting and Analytics>>

Jan 1, 2001

The Organization Y Incorporated is founded

Jane Doe and Joe Schmo co-found The Organization Y Incorporated when they produce a product that gets the attention of investors."The Organization Y Incorporated" soon changed its name to "Organization X,” after two years of massive success.

September 4, 2004

The Organization X Is Named #1 Corporation

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February 21, 2012

The Organization X Grows to 500 Employees

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