I wanted to pick peoples brains on methods to track our Event/Conference ROI with related expenses.
Currently, I do not see a way to link an Expense Claim to a Marketing Campaign. I am creating a marketing campaign for each of our future attending conferences and will have Leads/Opportunity linked via Source to track sales, but tracking related expenses to a specific conference has been a manual process.
+12A UDF field would probably work well here.
I would create an attribute that looks like this to record the campaign ID.
After the attribute is created, you can add the attribute as a UDF onto the expense screen. This guide covers that process well.
How to Create and add User-defined field Attribute in Acumatica screen
From there you can link a campaign to your expenses. No code. Once you are comfortable doing this, you can set a field up in less than 5 minutes.
I am interested in this as well. We are just ramping up our use of Marketing Campaigns and I do see where we can post an estimated expense budget but no way in AP Bill or Expense Receipts to associate an expense to the campaign to see actual cost. My original thought was it would be nice if there was a financial “related entity” type field to allow the campaign expense allocation.
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