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Budgets and marketing funds

Two different screens: Budgets shows what has been spent across your brands; marketing funds are amounts a sponsor allocates to you and against which you record expenses.

Budgets​

Menu: Budgets (/partner/budgets), Budget Consumption screen.

Budget consumption by programme and campaign

Totals​

Cashback disbursed, Gift cards issued, Points value issued and Budget remaining. If a budget is allocated, the Total budget utilisation bar shows the percentage used.

By programme and campaign​

Each programme shows its brand, its type and: Cashback, Gift cards, Points earned, Points value and Budget (spent / allocated, in euros). Click a programme to expand its campaigns with Status, Cashback, Points, Points value and Budget spent.

Empty messages: No budget data available (no data) and No campaign-level data available (no breakdown by campaign).

Marketing funds (MDF)​

Open /partner/marketing-funds. This screen does not appear in the side menu; reach it by address. Its title is Marketing Development Funds.

Each fund shows its name, end date, its status (Active, Depleted, Expired or Frozen), the amount spent, the amount allocated and Remaining. If you have no funds, you see No funds allocated to you.

Record an expense​

  1. On the fund, open Submit new spend.
  2. Fill in Amount (€) (greater than 0), Description and Invoice URL.
  3. Click Submit.

The expense appears in Recent spends as Pending. The sponsor moves it to Approved or Rejected; if they reject it, the reason column shows why.

The sponsor's side, which allocates the funds and approves the expenses, is on the /app/main/b2b/marketing-funds screen of the admin panel (permission Pages.B2B.MarketingFunds).