In order to track where we are against our budget and to be able to report back to the IRS how our funding was used, we need to match each one of our expenses to proper department and expense codes as well as their business purpose.
This article describes how to code and submit an invoice. To learn how to code and submit a credit card statement, click here.
1. Click on Invoice or Invoices.
2. Click on the Invoice Name.
3. Click View Invoice and review the invoice.
4. Enter a Description for what was purchased.
5. Select the first line item.
6. Click Edit.
If a line item should be split across multiple departments and/or expense types, click here to learn how to do so.
7. Select the correct Expense Type.
8. Select the correct Department.
9. If you are on the Development Team, select the correct Event.
10. Click Save.
11. If you have multiple line items, repeat the above process for each.
12. Once complete, press Submit Invoice.
Your invoice has now been submitted and is pending your Manager's approval.
5. Select the line items that should have the same expense type, department, and event code.
To select all line items in an invoice, click the checkbox next to No.
6. Click Edit.
If a line item should be split across multiple departments and/or expense types, click here to learn how to do so.
7. Click the checkbox next to Expense Type and select the correct Expense Type.
8. Click the checkbox next to Department and select the correct Department.
9. If you are on the Development Team, check the box next to Event and select the correct Event.
10. Click Save.
11. If you have other line items to code, repeat the above process for each.
12. Once complete, press Submit Invoice.
Your invoice has now been submitted and is pending your Manager's approval.
