Site Costs

The Site Costs page is visible when the Enable Site Budgets Configuration Variable under the  Finance and Budgets configuration group Country s set to True. If visible, it provides the ability to approve and unapprove individual site costs from this page by clicking the box in the last column on the right. The box will be hidden when the Status field is either Invoiced  or Not Ready. You can unapprove a transaction with a status of Not Approved or Conditions Not Met by clicking the box and the icon will change to a .  You can unapprove a transaction that has a status of Approved, by clicking the box and the icon will change to a .  The status will change to Not Approved.

 

To add an item, select Active under the Records filter and click   to open the Pass-Thru Cost module. To edit an item, click to open the Transaction module or the Pass-Thru Cost module, depending on the transaction.

 

To find an item, users can search by entering a word or string in the Search filter and press enter or users can filter the records based on:

To remove all search options, click the button.

 

Click Common Buttons for a description of the buttons found throughout the system and their uses.

 

 

 

 

Field

Description

Date This column displays the date of the event.
Type This column displays the type of payment:
  • CHG = Charge
  • ADJ = Adjustment
  • REV = Reversing Adjustment (only for Visit and Event Types)
Group This column displays the charge's grouping; either Visit, Event, or Pass-Thru type.
Site/Subject This column displays the number of the site and the subject's identification number.
Event This column displays the visit or event of the payment.
Budget Line Item This column displays the category and item of the budget that the transaction falls under.
Amount This column displays the amount of the transaction.
Approval Status The box appears on the last column on the right. It will be hidden when the Status field is either Invoiced or Not Ready.
= No action (Approved or Unapproved icons will display)
= Approve the transaction will appear for transactions with a status of Not Approved or Conditions Not Met
= Unapprove the transaction will appear for transactions with a status of Approved. When the link is clicked, the status will change to Not Approved