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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.

Steps:

  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.

Screenshot 2023-11-19 at 8.42.51 PM

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.