Expense Warnings are applied inside of Proposals to help users identify which portions of their budget might need review or adjustment.
Budget Proposals can be submitted and approved with warnings still active on expenses. Submitters and Approvers will be required to confirm via pop-up that they wish to proceed with submission and/or approval; approvers may leave comments on each approval or rejection as needed.
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Warning |
Details |
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Expense Misalignment |
The account coding on this expense is out of alignment with restrictions set at the Budget and/or Allocation to which it is assigned. Hover over this warning for more information on which segments are out of alignment. Adjusting the expense’s funding or assigned allocation can clear this warning. If the assigned allocation and funding are correct, it may indicate that the scopes of the assigned Budget or assigned Allocation need to be adjusted by an Administrator in Configuration. |
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Unassigned Expense |
This expense is not currently assigned to an Allocation. Expenses are not required to be assigned to an allocation, but will be flagged as such for easy identification. |
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Expired Employee |
The employee assigned to this personnel or supplemental expense is end-dated. For district’s with an automatic nightly data feed, the list of expired employees will be updated with each data refresh. To see a list of Employees and their end dates, go to Configuration > Staffing > Employees. |
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Incomplete Funding |
The funding attached to this expense is missing one or more segments. |
To easily view expenses with warnings, use the Filter option to filter by Warning Type.