Appeal Expenses

Tracking appeal expenses helps you monitor cost against return and keep your appeal financially aligned with expectations. By recording costs such as printing or postage to appeal records, you can compare what you budgeted against what you actually spent.

View an expense

On an appeal record, under Expenses on the Details tab, you can view:

  • The expense type

  • The amount, the budgeted amount, and the difference

  • The package and any comments

Note: If an expense exceeds its budgeted amount, the difference displays an Over budget warning.

Add an expense

  1. On the appeal record, select the Details tab.

  2. Under Expenses, select Add.

  3. Select the Expense type.

  4. Enter the Date in MM/DD/YYYY format.

  5. Under Budgeted, enter the planned cost for this expense.

  6. Under Amount, enter the actual expense amount.

  7. Under Package, search for a package to associate with this expense (Optional).

  8. Enter any Comments (Optional).

  9. Select Save.

Tip: To bring in expenses from another appeal, select Copy from under Expenses.

Edit an expense

On the appeal record, select the Details tab. Under Expenses, select the expense's menu (...), then select Edit. Adjust the information as needed, then select Save.

Delete an expense

On the appeal record, select the Details tab. Under Expenses, select the expense's menu (...), then select Delete.