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Revenue management

This guide provides a snapshot of client revenue, flags budget issues, and shows Accrued and Deferred balances for reviews.

Step by Step Guide:

1. Navigate to ACCOUNTING > Revenue Tool > Revenue Management.

2. The Revenue Management Summary page provides actual billings and revenue per client.

  1. If you are using Accountability's Revenue Budgets function, you can also see the variance between budget and actuals.
  2. This page also shows Deferred and Accrued Revenue balances by clients.

3. Filters and their descriptions:

  • Budget Version - Enter or Select a budget version. You can create multiple budget versions allowing you to compare actual results against different budget parameters.
  • Month or Year to Date - Enter or select a month or year to date.
  • Accounting Year - Enter or select the accounting year.
  • Accounting Month - Enter or select the accounting month.
  • Display Currency - Select the currency that needs to be displayed.
  • Group by Master Clients - Check this box to see totals by Master Client. This is helpful if you are tracking revenue at this level. The system automatically sums up revenue data across clients linked to to the master client.

4. Hyperlinks and their descriptions:

  • Client - Click on a CLIENT to see the breakdown by job. This will show the Master Client if the option to group by master client is selected.
  • List Export - Click to export the revenue report.
  • Advanced Filters - Directs you to the revenue management filter page to apply additional report parameters.