Budgets

Everything about budgets in Productive

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9 articles in this collection
Written by Kresimir

Budget charts

Difference between the three charts on budgets. Revenue vs profitability and invoicing.
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Updated over a week ago

Budget date

What is a budget date and what is it used for?
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Expenses

Expense markups help you with billable and non-billable expenses. Add a markup to an expense and it will be factored in automatically.
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Updated over a week ago

Fixed discounts

Fixed discounts and how to handle them. How to apply amount discount and make sure reports are accurate.
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Updated over a week ago

Line item discounts

Add a discount to each line item in your sales deals, budgets and invoices.
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Updated over a week ago

Managing a budget

You can edit, duplicate, deliver or delete a budget at any time. Change the name or responsible person for a budget here too.
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Creating a new budget

Create a new budget for each of your projects. You can have multiple budgets on every project. Add services to the budget once it's created.
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Updated over a week ago

Recurring budgets

Use recurring budgets to manage retainer projects or maintenance projects. Recurring budgets are created automatically. Used for retainers.
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Time entries in a budget

Budget time entries show you how many hours your team has spent working on each budget. Both billable and non-billable time is shown.
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Written by Kresimir
Updated over a week ago