- Manage Expenses is where all your budget expenses are listed.
- Expenses can be shown in Calendar or List View.
- This is also where you add new expenses.
- Your Main Budget will display by default.
To access Manage Expenses:
- Click on Budgets in the side nav.
- Select Manage Expenses.
- Your Main Budget will display by default.
If you don't have a Main Budget, or you wish to choose a different budget, make a selection from the 'Select Budget' drop-down list under the Manage Expenses heading:
Calendar View
Your selected budget will be displayed in Calendar View by default, with a separate tab for each month. Click on a chosen month to expand the view:
When you expand a month in Calendar View you will see:
- Forecast cost per Resident per day
- Actual cost per Resident per day (for current month)
- Operating Surplus/Deficit
- Forecast Cost per Day
- Each expense category has its own column and total:
Where an expense (s) has been entered for a particular date and category, clicking on the amount will open a List View, which details all the supplier and invoice information that that has been entered for that date and category:
List View
If you wish to change from Calendar to List View for a budget, click on the List View radio button (as shown above) and you will see all your invoiced expenses listed with the following information:
- Date
- Supplier
- Invoice Number
- Category
- Amount
- Total
To Add a new Expense, click on the blue +Add Expense button in the top right of the screen.
There is also the option to Edit or Delete these expenses by selecting these buttons under the Actions column for a chosen Invoice:
For more information,cClick on the following links to learn how to:
Click here to learn how the various Budget calculations work.