User Guide
Practical guidance for Qollabo: Projects, CE, Add Cost, AP payments, Finance Calendar, Tax, and Costing.
Updated 26 October 2026 · Version 2.19.0
Search this language’s topics and FAQs, plus Workflow and diagram links.
Qollabo manages event operations: deals and Projects, venue budgets, finance requests, and client billing. Your active workspace determines the data you see.
Choose the correct workspace before creating or finding records. Use the demo workspace for practice. Open the profile menu at the bottom of the sidebar → User Guide for this guide; /help is also available without signing in.
Prepare clients, venues, CE and Opex categories, vendors, entities, and accounts in Master Data.
Create a Project and its dates; enable Use venues only when needed. A quotation can be its deal source but is not required to save a Project.
Prepare and submit project-wide CE without venues, or CE per venue when used, request funds through Finance Requests, and follow payments and settlements.
Manage incoming client payments in Invoices and review linked activity in Project History.
Keep in mind
Actions depend on your role, department groups, and active workspace permissions. Ask an admin to check access if saving or approval is unavailable.
Workflow · Project, CE & Finance
Open the public guide for flow diagrams, six venue CE steps, a worked example, and budget troubleshooting.
Open Workflow