Building a Budget

Created by Emilie Macke, Modified on Wed, 19 Jul 2023 at 03:21 PM by Emilie Macke

Managing the finances of your short term trip can be another major item of management and time.  ServiceReef has created a powerful tool to help you build a budget, track expenses, and run reports.  The budget tool is built inside each opportunity and allows the admin the ability to create a budget, the trip leaders the ability to post expenses, and the trip leader the ability to pull P&L reports at any time.  There’s a whole lot more to this tool – we just wanted to give you a picture of what you could be doing for greater financial management.  Have fun budgeting!






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