Revenue management

This feature offers a snapshot of client revenue, either monthly or yearly, and signals any budget discrepancies. It also shows Accrued and Deferred Revenue balances, assisting in end-of-month reviews and adjustment identification.

Navigate to ACCOUNTING > Revenue Tool > Revenue Management.
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.

Filter	Description
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.

Hyperlinks	Description
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.
Filter	Directs you to the revenue management filter page to apply additional report parameters.