How To Add Grant Indirect Expenses

Prerequisite: Must be an Organizational Admin, Department Admin, Grant Manager, Additional Staff, or Responsible Individual; Grant must allow manual entry for GL Actuals on Grant Details page

Indirect expenses are charges spent against a grant's planned indirect cost. If an expense exceeds a line item's spending alert, the Grant Manager will receive an email notification. Indirect expenses can also be imported in Administration>Actuals>Expenses, or system-generated.

 Note: If indirect expenses are system generated, they will appear automatically when an expense is added against a line item that generates indirect.

1. Open Grant Management>Grants>All Grants.
2. Click a grant name.
3. Open the Post-Award tab>Financial>Budget.
4. Click the  (Expenses icon) next to the Indirect Cost line item.
   
5. Click the  (Create icon) under Actions.
   
6. Add the Direct Cost amount.
7. Check the Exclude From Match checkbox if necessary.
8. Select an Expense Date.
9. Select the Expense Status.
   • New: A new expense
   • Matched: The expense has been added both manually and imported, a possible duplicate
   • Reviewed: The expense has been reviewed
   • Payment Requested: The expense has been invoiced to the funder
   • Paid: The expense has been paid by the funder
   • Denied: The expense has been denied by the funder
10. Add a Description (optional).
11. Click Save.

-- OR --

1. Open Grant Management>Grants>All Grants.
2. Click a grant name.
3. Open the Post-Award tab>Financial>Expenses.
4. In the Expenses section, click the  (Create icon) under Actions.
   
   
5. In the pop-up window, select the Indirect Category.
6. Add the Direct Cost amount.
7. Check the Exclude From Match checkbox if necessary.
8. Select an Expense Date.
9. Select the Expense Status.
   • New: A new expense
   • Matched: The expense has been added both manually and imported, a possible duplicate
   • Reviewed: The expense has been reviewed
   • Payment Requested: The expense has been invoiced to the funder
   • Paid: The expense has been paid by the funder
   • Denied: The expense has been denied by the funder
10. Add a Description (optional).
11. Click Save.