Expenses may be added manually or by using an allocation table.
Expenses related to a grant opportunity can also be added directly from the opportunity.
Add an Expense
- Navigate to Accounting and click Expenses on the navigation bar.
- Click Add Expense.
- Enter the applicable Add Expense information, and then click Add Expense. Asterisks indicate required fields.
Use an Allocation Table to Add an Expense
Once an allocation table has been created, it can be used to add an expense. Expenses can be allocated across services according to the percentages set in the table.
- Navigate to Accounting and click Expenses on the navigation bar.
- Click Add Expense.
- Enter the applicable Add Expense information and select the allocation table you want to use from the drop-down menu. Asterisks indicate required fields.
- Enter the total expense amount, and then click OK.
- For this example, two expense entries were added with $50.00 allocated to each service.
- For this example, two expense entries were added with $50.00 allocated to each service.
- Enter the applicable information in the remaining fields, and then click Add Expense.