Hi Stacy,
Thanks for the suggestion! After looking into it a little further though, I'm struggling with having to designate it to one budget item (for example, the entire hotel deposit might only be attached to one budget item that is listed as "ROH Rooms") and not being able to see a formula with it to see how much was spent compared to actual expenses.
I could always create subcategories that say "Deposit" and maybe adjust one of my columns to only house the deposits. At least then, I can easily identify where they are housed in each category and get the formula.
If you have any additional thoughts, I would appreciate it. Thanks again!
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Matt Garbacz
Specialist, Meeting and Event Management
Nationwide Mutual Insurance
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Original Message:
Sent: 06-09-2020 15:50
From: Stacy Wright
Subject: Tracking Deposits in Budget Tool
Hey Matt - are you putting them in to your payments tab for the line item cost? I don't have many expenses these days that require multiple deposits, but that's been a good way for me to see all the contributions toward one payment (with payment date, invoice numbers, etc.).
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Stacy Wright
Event Manager, Commercial Excellence
Galderma Laboratories, L.P..
Original Message:
Sent: 06-05-2020 07:53
From: Matt Garbacz
Subject: Tracking Deposits in Budget Tool
Does anyone have a best practice for tracking deposits in the Budget tool?
#Miscellaneous
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Matt Garbacz
Specialist, Meeting and Event Management
Nationwide Mutual Insurance
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