Mastering Financial Management: Expenses, Revenue, and Invoices in monday.com | 2024 Tutorial
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- Опубліковано 27 гру 2023
- Dive into the world of financial mastery with our comprehensive tutorial on managing Expenses, Revenue, and Invoices on monday.com for 2024.
We'll walk you through the powerful features of Monday.com, empowering you to streamline your financial processes efficiently.
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Hey everyone, it's Tara! Do you find it complicated to understand and implement high-level and low-level structures on monday.com? If so, check out my course "Mastering High-Level Low-Level Boards in monday.com" on Udemy.
In less than an hour, you will:
• Understand how a high and low-level structure can help you better manage projects
• Learn how to set up this structure
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• See some concrete examples of how this structure can be used in different organizations
+ Get some FREE monday.com templates!
⭐ Enroll Now: www.udemy.com/course/mastering-high-level-low-level-boards-in-monday-com/
Very helpful! Thank you. I don't see a dashboard option for views. How did you get that?
Hi Donna, they actually changed the name so click on "blank view" and that is the same thing. Let me know if it works for you.
Hey Tara! first of all great video! I integrated it into my workspaces right away. I was wondering if you have any idea of how to plan the budget. Like if we have planned future expenses and we want a way to know that we will have enough money to spend in that future time.. because the analytics board shows the already done incomes and expenses.Thank you!
So glad that this workflow was helpful for you! So I actually did come across this issue and I simply created a new group and put all of the expected expenses in that group and then pulled that into the charts. Would that work for you?
hi!
do you use automations in this process?
i didnt manage to copy the actions that make this all automatic when adding new incomes or expenses
Hi 👋, could you let me know at what point in the video you are curious about if there are automations? Once I know that, I can let you know.
How do you get the formula colum to also show the (in your case) $ sign, but also sum it all up in the bottom?
Hi Randy! If you watch these 2 videos it will answer both of your questions. To sum it up - watch here ua-cam.com/video/xXIRe27i0wc/v-deo.html and for the dollar sign, watch here - ua-cam.com/video/jGVCrsAEoEc/v-deo.html
@@mastering-monday HI, thanks for your response, perhaps i didn't phrase it correctly.
I have also started working with an expense board, and revenue board, which all is linked to the dashboard board. In that dashboard there is a formula column which is labeled profit: revenue minus expenses.
What i would like is for the formula column to also show a sum of al profits made in the bottom. But currently it just says n/a, which happens to all formula columns.
Is there a way around this? I want the dashboard board to also become a presentational tool for my CEO's & investors during the monthly meeting.
@@RandySchipper This should work so I am not sure where your error is. If you would like to create a loom video for me of your issue and email it to me, I would be happy to take a look. My email is info@simpledaysolutions.com