How To Delete an Expense

Expenses track dollars spent against a planned grant budget line item. Expenses can be added towards defined grant budget line items.

Users can see only the budget line items they are responsible for in the Expenses list; Organizational Administrators can see all budget line items in AmpliFund. Responsible Individuals can also view the budgeted and remaining amounts for any of their line items.

Expenses may be deleted by Responsible Individuals and Organizational Administrators. Expenses cannot be deleted once their Tracking Interval is closed.

 Note: Expenses cannot be deleted if the grant's GL Actual Entry Method is set to Import Only.

1. Open Activity>Expenses.
2. In the Filter By section, select a Grant, Category, and/or Line Item to view (optional).
3. Select a Time Frame to view.
4. Click Run.
5. Check the checkbox to the left of an expense.
6. Click the  (Delete icon) below Actions.
   
7. In the confirmation pop-up window, click Delete.