Overview
The Expense Tracking feature allows you to easily add and monitor expenses related to a specific program roster. This functionality enables you to keep detailed records of your expenditures and helps you calculate the overall profit and loss for each program.
Setup
Expense Types
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From the global search box, begin typing in "Expense Types".
Click on the "+" to add a new Expense type category.
A modal box will appear to a fill in the expense name and a GL code to associate it with.
Click the "Save" button when finished.
Roster View
From the program information page, an "Expenses" tab will be on your left hand side. From here, there are a few options.
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Add Expense:
Expense Type: Enter the appropriate Expense Type for the purchase.
Date: When the purchase was made.
Amount: How much the purchase was
Description: Input the name of the expense that needs to be added for this roster. For example, if a coach had to purchase some extra soccer balls.
Employee: Enter the employee/user that purchased the items.
Notes: Are there any details that are important about this expense?
Expense Types:
This will link back to the page to view existing or create a new expense type.
Expense Report:
Track the Expenses for any roster through this Profit and Loss report.
