For clients with the Time & Effort Certification module
The HR Actuals list allows Organizational Admin to import, view, and apply personnel expense records. Once applied, HR actuals will be visible to users with access to associated line items, grants, or budget reports.
Imported HR actuals can be reviewed by Organizational Admin in the Administration module before being applied. Applied actuals are visible throughout AmpliFund.
- Open Administration>Actuals>HR Actuals (Personnel).
- Click on a time period.
- Click the (Apply Actuals icon) in the Icon Bar.
- In the pop-up window, select how to handle existing expenses:
- If you would like to replace all existing expenses with the new expenses, select Delete any existing expenses and add the new expenses.
- If you would like to add new expenses to existing expenses, select Do not delete any expenses. Only add the new expenses.
Note: If you select Delete any existing expenses and add the new expenses, any expense in the time period will be removed if grant’s tracking or reporting period is open. This is recommended if expense entries are cumulative during the period.