Register the actual costs

Charge purchase invoices directly to a campaign. This will give you a direct insight into the costs actually incurred. In the entry layout, you need to add the Campaign field.

To charge purchase invoices to a campaign, you have to perform three steps:

Add the Campaign field to the entry layout (at the line level).
Enter the purchase invoice in the usual way, on every cost line selecting the number of the campaign.
View the purchase invoice from the campaign.

Step 1. Add the 'Campaign' field to the purchase invoice entry layout

Go to: General / Management / Entry layout.
Open the entry layout properties for the purchase invoice.
Go to the tab: Line.
Click on the + in front of Line fields.
Drag the field Campaign to the line, for example, next to the Description field.

If the field is automatically placed at the end of the line, scroll to the right and drag the field to the correct location.
Click on: OK.

You now have changed the entry layout of the purchase journal.

Step 2. Enter the purchase invoice.

You now enter the purchase invoice. The first line of an entry is the invoice line, the second line is the cost line and the third line is the VAT line.

Go to: Financial / Enter / Journal.
Select Inkoopdagboek.
Select the entry layout..
Click on: Finish.
You now see the purchase entry layout you will use to enter the invoice.
In Account, select the creditor. Profit then adds the correct account data.
Enter a value in Amount credit.
Press: Tab.
Add the cost line.
Select a value for Campaign.
Select a value for VAT code: 5.
Press: Tab.
Click on: Finish.
Click on: Yes.

The costs have now automatically been linked to the campaign.

Step 3. View the purchase invoice in the campaign's properties

Go to: CRM / Campaign management / Campaign.
Open the properties of the campaign..
Go to the tab: Invoices.
You see the costs that have been registered for the purchase invoice (excluding VAT):

On the Totals tab, the amount is added to the Total costs field.

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