Expenses

1. Navigate to Financials and click Expenses on the navigation bar.
2. Click Add Expense.
   
   
3. Enter the applicable Add Expense information, and then click Add Expense. Asterisks indicate required fields.
   
   
   

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.

1. Navigate to Financials and click Expenses on the navigation bar.
2. Click Add Expense.
   
   
3. Enter the applicable Add Expense information and select the allocation table to use from the drop-down menu. Asterisks indicate required fields.
   
   
4. Enter the total expense amount, and then click OK.
   
   
   
5. Enter the applicable expense entry information, and then click Add Expense. Asterisks indicate required fields.
   
   

Expenses for a grant opportunity can be added and accessed directly from the grant opportunity page.

1. Navigate to Grants and click Opportunities on the navigation bar.
2. Click the opportunity name.
   
   
3. Click Add on the Expense Summary card.
   
   
4. Complete the applicable Add Expense fields, and then click Add Expense.

The system automatically returns to the grant opportunity. Once the expense is posted, it will appear on the Expense Summary card. 

Click the label of an expense on the Revenue Summary card to view it.

• Click the arrow next to an expense to expand the details, or click Expand All to expand details for all expenses.
  
  

When viewing an expense, the options to edit or delete the expense are also available.

• If auto post is not enabled, the option to delete the expense is only available if the expense is unposted.
  
  

An expense that has been posted cannot be edited. In order to edit an expense, it must be unposted first. 

1. Navigate to Financials and click Expenses on the navigation bar.
2. Click the pencil icon next to the expense.
   
   
3. Make the necessary edits, and then click Edit Expense Entry.
   
   

1. Navigate to Financials and click Expenses on the navigation bar.
2. Click the copy icon on the expense to be copied.
   
   
3. Make any necessary changes, and then click Add Expense.
   
   

1. Navigate to Financials and click Expenses on the navigation bar.
2. Click the trash can icon for the expense to be deleted.
   
   
3. Click Delete in the Delete Expense pop-up.
   
   

Posting an expense allows it to display when viewing the related profile and grant opportunity, if applicable. This action indicates that no further modifications are needed on the expense.

1. Navigate to Financials and click Expenses on the navigation bar.
2. Click Post on the expense to be posted.
   
   
   • To post expenses in batch, check the boxes for each expense, and then click Post # Expenses.
     
     

1. Navigate to Financials and click Expenses on the navigation bar.
2. Click Unpost on the expense to be unposted.