Add Non-Personnel Expense

Add Non-Personnel Expense

1. In Allovue Budget Balance (1.0), select Budget.

2. Navigate to the Budget and select the Budget Name.

3. Select Non-Personnel Expenses.

4. Choose the Allocation from which you would like to create an expense.

5. Select +Add New

6. Enter expense details in the provided form.

7. Select Create Non-Personnel Expense.

Add an Item to a Non-Personnel Expense

1. In Allovue Budget Balance (1.0), select Budget.

2. Navigate to the Budget and select the Budget Name.

3. Choose the desired allocation to review a list of expenses.

4. Navigate to the expense line and select the gear icon.

5. Select Edit Details.

6. Select +Add Item.

7. Enter the Item Description, Unit Price, and quantity.

8. Select Save Details.

Edit Non-Personnel Expenses

1. In Allovue Budget Balance (1.0), select Budget.

2. Navigate to the Budget and select the Budget Name.

3. Choose the desired allocation to review a list of expenses.

4. Navigate to the expense and select the gear icon.

5. Select Edit Details.

6. Modify as necessary and select Save Details when finished.

Delete a Non-Personnel Expense

1. In Allovue Budget Balance (1.0), select Budget.

2. Navigate to the Budget and select the Budget Name.

3. Choose the desired allocation to review a list of expenses.

4. Navigate to the expense and select the gear icon.

5. Select Delete.

6. Review the pop-up message and select Delete to remove the expense.

A single expense line may contain multiple items.

Delete a Item from a Non-Personnel Expense line.

1. In Allovue Budget Balance (1.0), select Budget.

2. Navigate to the Budget and select the Budget Name.

3. Choose the desired allocation to review a list of expenses.

4. Navigate to the expense and select the gear icon.

5. Select Edit Details.

6. Navigate to the Item and select the drop-down.

7. Choose the item and select the trash can icon.

8. Review the pop-up message and select Delete to remove the expense.