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Associating Invoices and Invoice Items with Expenses

Invoice values are available only if your company stores invoice information in the application.

To associate invoices and invoice items with expenses

1. Navigate to the Campaigns, Events, or Programs screen.
2. Click the campaign, event, event plan, or program name.
3. Click the Plan view tab.
4. In the Plan link bar, click Expenses.
5. In the Expenses list, locate the expense record to associate the invoice and Invoice item.
6. Click the Invoice Id # select button, query for the invoice number, and click OK.

   NOTE:  Only Invoices with a type of Payable appear.

7. Scroll down to the Invoice Line Items list, and click Add.
8. In the Pick Line Items dialog box, select one or more line items to associate with the expense.
9. Click Update Actual Cost to update the Actual Expense field on the expense record.

   NOTE:  You can associate different line items from the same invoice to different expense records.