Adding an Invoice/Expense for PW
In order to add an invoice, you must first have the following set up for the applicant:
Add Invoice/Expense for PW
- Click on Grants Menu
- Select Grant. If no Grant exists, Add Grant.
- Ensure Vendors exist within the Applicant Menu.
- After selecting a Grant, and still within the Grants Menu, select
- Click the green button for expense entry:
- Click on the calendar icon to select the transaction date.
- Select Vendor from the dropdown menu.
- Select the Contract from the dropdown menu.
- Enter the claim value in the Expense Value field.
- Scroll to the bottom and click the light blue Save and Upload Documents button.
- Click the light blue Upload Document button.
- Choose File (the document must be PDF format)
- Choose the Document Type from the dropdown menu. This is a required field.
- Name the document. This is a required field.
- Click the blue Save button.
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