Adding an Expense

Follow

Expenses are the operational costs of running a campaign.  Expenses can include travel cost, office rent and supplies, utilities, equipment, food, meetings, and administrative services such as accounting, compliance, and legal fees.

Steps:

  1. Navigate to the campaign for which you want to add an expense.
  2. Go to the Budget tab.
  3. Click + Add Expense Item. Add Expense Item window opens.

    Add_expense_item.gif
  4. Enter an Expense Item Name.
  5. Select the Expense Category.
  6. Enter an Estimate.
  7. You are selected as an expense lead by default. To change the lead, add another name from the list.
  8. Optionally, you can enter Vendor Number; Vendor Name, Vendor Address, Vendor Contact Person, Vendor Email and/or Vendor Phone.
  9. Optionally, you can also enter PO (purchase order) Number.
  10. Optionally, select a PR (purchase requisition) Stage amongst Proposed, Requested and Approved.
  11. Optionally, you can add SOW (statement of work) files and/or SOW links.
  12. Click Save. You are navigated back to the Budget tab with a list of all expenses.

You can also edit or archive an expense item.

See:

Editing an Expense

Archiving an Expense

Adding Invoices 

 

2 out of 2 found this helpful

Comments

0 comments

Please sign in to leave a comment.