Logging expenses in Project Spending

Note not all programs use this feature. If there is no Spending tab in your project, this feature is disabled for your program.

Separate from the optional Budget Line-Items feature, which is covered here you can submit and track expenses in EduSourced. This is done from the Spending tab.

To log a new expense, click Add Expense:

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This will prompt you to enter an item name and  select an Account and Category for your new expense. Accounts and Categories are used for your internal tracking purposes. If your workspace has the Expense Status option enabled, you may also select a status. After entering the expense's Price and Quantity, clicking add will create your new expense. There is also an "upload a file" button under the Item field where you can attach documents related to the expense (e.g. receipts, acquisition forms, etc.).

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You may add as many expenses as you wish and the amounts will be tracked against the project's budget amount. There are many ways to set a project's budget amount. If your workspace has the Budget Line-Items option enabled, then the project's budget is used. Furthermore, if the Budget Proposal workflow option is enabled, then the project's most relevant budget is used. Conversely, if the Budget Line-Items option is not enabled, then a workspace-wide budget amount can be applied to all projects via the Project Budget Field and Project Budget Amount options. This amount can also be set for individual projects from the Spending Tab. In the example below, 38% of the approved budget has been utilized.

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You may edit or delete a logged expense with the pencil icon next to the line item to edit or the trash icon respectively: 

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