How To Add an Expenses Tracking Period

Tracking periods allows managers and admin users to internally track the health and progress of their grants in regularly segmented intervals over the lifetime of the grants. Tracking periods can include expenses, achievements, timesheets, and program income. Grant Managers, Department Admin, and Organizational Administrators can view, create, edit, and close tracking periods. Organizational Administrators can reopen closed tracking periods.

From the Expenses tab, you can review expense details, view expense analytics, and select expenses to close out in the tracking period.

1. In the Overall Expense Details section, add Comments (optional).
2. To attach documentation, click Choose File (optional) and select a file from your computer.
3. In the Expenses Closeout section, select expense category names to close out. The Total Amount for the category includes any reviewed expenses for the period. To select all expenses, check the Select All checkbox.
   
4. Click Save to save your progress, or Close to close the tracking period.

 Note: Once closed, users may not edit any expenses, achievements, timesheets, or program income within the closed tracking period.