Add and Manage Actual Expenditure Document Types

Actual Expenditure Document Type is a repository of possible Document Types which may be recorded as Actual Expenditures within a Financial Plan of a project.

To add a new actual expenditure document type

1. On the left icon bar, click the Administration icon .
   The Administration page is displayed.

2. Under Financial, click Actual Expenditure Document Types.
   The Financial Actual Expenditure Document Types page is displayed.

3. Click Edit.

4. Click Add New.
   A new row is displayed below.

5. In the Name field, type the new actual expenditure document type.
6. In the Description field, type the description for the new document type.

7. Click Save.

 

To edit an actual expenditure document type

1. On the left icon bar, click the Administration icon .
   The Administration page is displayed.

2. Under Financial, click Actual Expenditure Document Types.
   The Financial Actual Expenditure Document Types page is displayed.

3. Click Edit.

4. Double-click in the field required to edit.

5. Click Save.

 

To delete an actual expenditure document type

1. On the left icon bar, click the Administration icon .
   The Administration page is displayed.

2. Under Financial, click Actual Expenditure Document Types.
   The Financial Actual Expenditure Document Types page is displayed.

3. Click the Delete icon to delete the required document type.

4. Click Yes to confirm deleting the document type required.

5. The selected actual expenditure document type is deleted successfully.