How To Resolve a Duplicate Expense

The Expenses list allows Organizational Admin to import, review, and apply personnel and non-personnel expense records. Expenses can be previewed and edited prior to being imported. Once imported, expenses will be visible to users with access to associated line items, grants, or budget reports.

Duplicate expenses (expenses with the same unique identifier or same category, line item, direct cost, and expense date) will be imported with a Duplicate status and appear under the Needs Attention tab. The expense must be resolved—removed or approved—before the preview can be imported. 

Prerequisites: Import must have a Preview status; expense must have a Duplicate import status. 

1. Open Administration>Actuals>Expenses.
2. Click a file upload date with a Preview status.
3. Open the Needs Attention tab to show expenses that are potential duplicates.
4. Select the expense(s) and click the   (Ready for Import icon) from Actions to import, or the   (Delete icon) to discard the duplicate.