Tracking Expenditures is a tool Internal Technicians and Property Managers can use to attach associated costs to a Meld.
Submitting Expenditures | Internal Technician or Property Manager
Step 1:
From a completed, click Track Expenditures.
NOTE: on an open meld , and then choose Track Expenditures.
Step 2:
Enter line item(s) that are specific to the Expenditures. The following describes the individual fields for each line item and Expenditure.
- Description: Enter description of line item.
- Quantity: Enter quantity (default: 1.00).
- Cost: If you want to track the cost, enter the amount spent on the item.
- Price: What will be charged to the owner or other parties (Cost and price may often be the same).
- Total: Price x Quantity per line item.
- TOTAL: Grand total of all line item totals.
- Notes: Any additional information that you need to add.
Step 3:
After entering line item information and any applicable notes, click SAVE.
Manage Expenditures | Internal Technician or Property Manager
Step 1:
To view all Expenditures, click Finances & Expenditures from the left menu.
HINT:
Remember to use Filters to find applicable Expenditures.
Step 2:
From the Expenditures view, click the dropdown menu on any Expenditure Card to change its status:
Step 3:
Click on the Expenditure Card near the dollar amount to see a more detailed view.
Expenditure Details.
Step 4:
Click Approve, Edit, or Download.
NOTE: click for additional actions you can take for the expenditure.