The Budget app allows you to set budgets, track revenue streams, and plan for hotel expenses from the desktop version of Quore. To access the app, log in to the Quore desktop app and click on Budget from the App Switcher.
Overview Page
The Overview page is the first you will see after opening the Budget app. You can also access it any time by clicking the Overview button.
The Overview page displays your budget and spending trends, which are organized by group. To view a particular month’s budgets and spending, click on the month you wish to view. From there, click the + button to the right of a particular department to see more details.
Budget Page
The Budget page will allow you to update budgets, view past and future budgets using the dropdown menus, enter a flex budget forecast, and enter projected revenue streams and expenditures.
Click here to learn more about setting up your budget.
Actuals Page
The Actuals page is where you enter the actual amount of revenue earned per day. Use the Transient section to enter daily totals from the previous day. The actuals entered will feed to the Sales app. The Sales app is an add-on feature. Click here to learn more about Sales.
Settings Page
The Settings page is divided into three tabs:
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General Ledger – This tab is used to customize the groups and categories that make up your budget. Use the Select dropdown to add groups and categories.
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Revenue Streams – Use this section to enter revenue from sources other than rooms (e.g., the market or bar).
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Rooms – This tab will only appear if you use the Sales app. It allows you to activate which areas you want to use in the Sales app. For more on setting up your room types, see the Sales setup article.
Use this page to add new groups or categories using the dropdown menu, view budget types and information at a glance, edit groups and revenue streams, and organize your room categories (for users who have the Sales app).