Locate the job where you need to add the revenue; look for the job’s “revenue” tab and click on it.

Here you’ll be able to see all revenues submitted, as well as creating revenue requests. To add a revenue request, click on the “+Add revenue” button.

The revenue request box will ask you to fill out the form with the submittal details, such as client or job related to the action, revenue owner, percentage, date, amount. Once the information is filled, make sure to click on the “+” button so that the information can be uploaded to the request. You may also add additional information to the request in the description box, which is the one at the bottom.

The revenue has been added to the job’s page.

Locate the client where you need to add the revenue; look for the client’s “revenue” tab and click on it.

Here you will find all revenue requests for the client, as well as the “add revenue” button, which will allow you to create revenue requests for the client.

Fill out the form with the information related to the client revenue. Make sure to click on the “save” button so that the request can be uploaded.

The revenue requisition has been updated.

Revenue requisitions can be edited and/or edited. Go to the same job/client revenue tab. Click on the 3-dots button next to the revenue reference, then click on “Edit” or “Delete” depending on the action you need to perform