The Expenses task is used to enter expense information for persons in the Master Case.
The expense information is not tied to a benefit month.
Expense information may be added, closed, updated, or deleted in this task.
Only expenses allowed by policy for at least one Program Case are entered.
Expenses can be added for all Master Case persons regardless of their household status.
Only a single owner may be designated for each expense. If an expense is paid by more than one person and only the prorated share should be allowable in the program case, the prorated share needs to be calculated manually and entered for each Program Case. See Expense Prorating Examples.
Budgeting rules will determine the maximum allowable expense used in the benefit calculations.
The information in the expense windows will display in expanded format. The + or – signs may be used to collapse or expand the levels.
The Current, History, and Summary tabs are enabled when the window is in Active view. Only the Summary tab is enabled in the inactive view.
See also:
How Do I:
(03-2008)