Create financial plans in DojoExpert and track actual results against them. Plan revenue and expenses by transaction type and organize them into groups. Find “financial plans” under “Finance”. Here is an example:
The left-hand menu on the same page contains two reports: “financial plan” for printing plans, and “financial plan realization” for comparing actual results with your plan. Example:
To group transaction types for costs and revenue, open “Settings” under “Finance”. Use the “code” and “group” columns, and click “manage groups” to create groups:
We hope this feature helps you manage your dojo more efficiently.