How Can I Add Marketing Expenses to my KPIs?

Shares

How Can I Add Marketing Expenses to my KPIs?

Just go to the Banking tab and once you are able to generate your transactions on the company bank account/s that you’ve added under Banking, you can eventually map whether the transaction is an income or expense. For your marketing expense or revenue, the same thing maps it accordingly, then it will have an effect on the data reporting that you see in your KPI page.

Attached is quick video on how to enter new transactions in REsimpli: