How To Mark an Expense as Reviewed

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 marked as reviewed by Responsible Individuals, Grant Managers, and Organizational Administrators. This will change the expense status to Reviewed. Reviewed expenses can be included in reporting periods and payment requests.

 Note: If the grant's GL Actual Entry Method is set to Import Only, expenses will be imported with a Reviewed status automatically

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  (Mark as Reviewed icon) below Actions.
   
7. In the confirmation pop-up window, click Complete.