Marketing expenses - how to add & edit
This guide has been reviewed against our global client base and classed as relevant all regions
This page outlines how to add or edit options offered in the marketing expenses screen via the Setup Marketing Expenses screen
From version 12.144+, a key contact can request access to the Setup Marketing Expenses screen by contacting Reapit Support, click here to request this
This guide covers:
Marketing expenses functionality is available for both advertising and non-advertising expenses, and includes marketing packages
For information on using marketing expenses, see Knowledge base guide: Marketing expenses functionality
Access Setup Marketing Expenses screen
From main menu:
|
Add/edit marketing expense types
To add a new marketing expense type:
To edit an existing marketing expense type:
The following settings are available: | |
Code | Ignore this field - when adding a new expense type, the code will be automatically added when the expense is saved |
Name | A name for the expense type, e.g. Brochure This name will be seen in the list of expenses select from |
Description | A more detailed description of the expense type This will be seen along with all other expense detail after selecting the type |
Type | Select the type of expense, options are: |
Publication and Ad size | Only applicable when Advertising type is selected (as shown above) Select the required publication and advert size from the list |
Supplier and Invoicing | Applicable for all expense types except Advertising Select the required supplier (or add new) and choose whether you wish to Pay supplier from client account |
Nominal code | Select the relevant nominal code for this expense type |
Cost | Enter the net cost of the service |
Vendor Charge Net | Enter the net charge to the vendor |
Agency Charge Net | Enter the net charge to agency |
Neg Charge Net | Enter the net charge to negotiator |
VAT Code | Select the relevant VAT option |
Offices | If the expense is only to be used by specific offices, click Select and choose the relevant offices If the expense is to be used by all offices, leave blank |
Add/edit marketing packages
To add a new marketing package:
To edit an existing marketing package:
The following settings are available: | |
Code | Ignore this field - when adding a new package, the code will be automatically added when the package is saved |
Name | A name for the package, e.g. Standard package 1 This will be seen in the list of packages to pick from |
Description | A more detailed description of the package For info on this screen only |
Items | Click Add then select the marketing expense items that this package consists of Items offered are those set up in the Marketing Expenses screen (see previous section) Once added, the order of the items can be changed: Items can be deleted: |
Offices | If the package is only to be used by specific offices, click Select and choose the relevant offices If the package is to be used by all offices, leave blank |
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