*Note: This tutorial is for a Marketing Funds Summary for an individual Listing. 
 

 

 

If you would like to run a report that displays a list of marketing expenditures or outstanding advertising across multiple listings please refer to;

Reports > General Reports >

• Marketing Funds Summary - Displays a marketing funds summary per property, listing approved budget, fund received, total expenses allocated to vendor, agent and office and resulting balance.
• Advertising Report - Displays a list of marketing expenditures, corresponding property, supplier, supplier item, total cost and total expenses allocated to vendor, agent, office and unallocated. This report can be searched by related staff and date range and can be filtered by supplier and supplier items.

 

1. Search for your Property and open the Property Card

 

2. Click the Marketing Funds action icon

 

 

3. Click Print

 

*Note: If a payment has been lodged against the approved funds, the report will show you a balance of how much you have left to spend. If the payment has not been made, the report will display how much the client owes and can be used to chase a payment.