When should I leave the event unassigned?
Use this option for line items that belong to more than one event within a project, like a tent that is being used for the Rehearsal Dinner event and the Wedding event. The "No Event" designation will automatically populate when you do not assign a specific event on the Project-level.
These line items will only appear at the Project-level. You can easily filter for line items that don't have an assignment, like "No Event" or "No Vendor", and you can edit line items while filters are active to adjust on the fly!
Example
If you have a $20,000 transportation cost that covers transportation for the entire wedding weekend, rather than just the welcome dinner, wedding day, or farewell brunch, add it to the Project Budget and leave the event unassigned. It will be treated as a No Event budget item, which you can add management fees and payment groups to. It will appear accordingly in your Vendor Payouts and Company Payouts.
How to add a line item without an event:
Go to the Project Budget or Project Timeline.
Add your item and enter the applicable data.
Do not select an event for the item.
The item will automatically be categorized as No Event.
How do "No Event" line items get paid?
Project Vendor Payouts
If the "No Event" budget item has a vendor and a payment group assigned, the invoice will appear in the Project Vendor Payout page under the chosen vendor, with the label that is has Items Without an Event inside it.
Project Company Payouts
If the "No Event" budget item is marked as a Company Expense and/or has Fees applied to it, it will appear in the Project Company Payout page in the No Event Company Payout section at the top.
ACTION NEEDED: Project Company Payout
Previously, management fees set per-project were automatically added under the event designated as the Primary Event (like the Wedding).
With this update, a new No Event Company Payout section is available at the top of the Project Company Payouts page. Any per-project management fees or company expenses tagged as “No Event” will automatically appear here, allowing you to easily schedule payment installments,
You may need to move existing installments from the Primary Event to the new No Event Company Payout section to ensure you’re accurately collecting payments.
To update your existing installments:
Note your existing installments. Go to the Project Company Payouts and open the Primary Event (usually the Wedding). Take note of the installment amounts and dates currently listed.
Re-create the installments. Navigate to the new No Event Company Payout section in the Project Company Payouts and enter the accurate installments.
Delete the existing installments. Go back to the Project Company Payouts and open the Primary Event again (usually the Wedding). Delete any installments that are not related specifically to that Event to ensure you don’t have duplicate installments listed.
Please Review: Per-Event Management Fees
If you use the new “No Event” feature and have a Per-Event Management Fee set up, you can manually apply management fees to individual “No Event” line items within Project Budgets. That way, you can still collect fees on items that are not assigned to a specific event!