From Fundraising, select Set up appeal expenses
Appeal
Lists all available appeals.
Rec #
Displays the number of the record associated with the appeal expense. For example, if this is the second appeal expense you entered, the number 2 displays in this field after you click Save.
Date
Displays the date the expense was entered. The default date is the current system date. You can override the date by entering a new date.
Amount
Enter the amount of the appeal expense.
Expense Type
Enter the type of expense associated with the appeal.
Campaign
(optional) Enter the campaign associated with the appeal expense. If a Campaign code is specified for the appeal, the Campaign field on the Set up appeal expenses window is automatically populated with this campaign code. You can enter a different Campaign code on the Set up appeal expenses window if needed.
Fund
Enter the fund associated with the appeal expense. If a Fund code is specified for the appeal, the Fund field on the Set up appeal expenses window is automatically populated with this fund code. You can enter a different Fund code on the Set up appeal expenses window if needed.
Expenses
Lists all expenses associated with the appeal.
Description
(optional) Enter a description of the appeal expense.
To add an appeal expense
1. From Fundraising, select Set up appeal expenses to display the Set up appeal expenses window.
2. Select the appeal.
3. Click New.
4. If the expense was incurred on a date other than the current system date, enter the date in the Date field.
5. Enter the expense Amount.
6. Enter the Expense Type, or click the lookup icon to select the expense type.
7. Enter the Campaign code, or click the lookup icon to select the campaign code.
8. Enter the Fund code, or click the lookup icon to select the fund code.
9. (optional) Enter a brief description of the expense in the Description area.
10. Click Save.