Marketing Expenditure
Marketing spending.
Overview
Posted marketing expenses per month, from accounts whose subtype is “marketing” in the chart of accounts. This report is only offered to users with finance access.
When to use marketing expenditure
- Marketing budget review.
Step by step
In the CPD Training module open Reports in the green navigation bar, then choose Marketing Expenditure under Company Finance.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- The screen says: “Posted marketing expenses per month - accounts whose subtype is "marketing" in the chart of accounts. Amounts in USD.”
- Columns: MONTH, 5214 MARKETING AND ADVERTISING, TOTAL.
- Actions on the screen: Standard, Spreadsheet, CSV, All clients.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.marketing.manage
- cpd.marketing.read
- cpd.reports.read
- hospitality.report.read