Managing Expenses Paige Freeman May 03, 2023 21:14 Updated To access this page, users must have access to the Fundraising.Expenses security application. An organization can track expenses related to a fundraising campaign, fund, or appeal so it can analyze the effectiveness of that campaign, fund, or appeal. The ability to track the expenses by comparing the campaign/fund/appeal expenses with income is provided; the expense records are informational only and there is no link to the organization’s accounts payable system. In addition, the Expense Class allows expenses to be summed by expense category. This is for reporting purposes only; there is no integration with accounts payable. You can access the Manage Expenses page in several ways: From the left navigation, select Manage Expenses from the Fundraising menu. From the Fundraising Central page, select Manage Expenses. To add a new expense: From the Manage Expenses page, select +New Expense.The Add New Expense page displays, as shown below. Change the Expense Date, if necessary. Select the Expense Class from the drop-down menu. Enter the Description of the expense. Enter the Expense Amount. Search for and select the appropriate Campaign, Fund, or Appeal for which to add the expense. If it is known, enter the Reference Number. Click Save. Screen Element Description Expense Date Drop-down. The date the expense took place. Expense Class Drop-down. The classification of the expense. For example, Direct Mail or Printer. Values in the drop-down are populated based on the non-fixed codes defined for the FND "EXPENSE_CLASS" system type. Description Text box. The description of the expense. Campaign Lookup field. The campaign associated with the expense. Appeal Lookup field. The appeal associated with the expense. Fund Lookup field. The fund associated with the expense. Reference Number Text box. The reference number associated with the expense, if applicable. Expense Amount Text box. The amount of the expense.