Expense Categories

This setting determines:

1. Which categories centers and providers can use when adding an expense.
2. Whether users are required to upload a file when adding an expense.
   
3. Which type of expense it is.

To add or remove expense categories or file upload requirements:

• Login as a Sponsor Admin user
• Click on the green tab for Setup

• Click on the button for Sponsor Setup

• Scroll down to the "Expense Categories" section.
• Enter a name for the category under "English Name".
• Enter the Spanish translation of the name under "Spanish Name". This field is required, please use Google Translate if needed).
• Check or uncheck the boxes for the following options:
• Display: if checked, then providers and centers have this category available when entering expenses
• Require Upload: if checked, then a file must be provided when adding an expense
• Milk Expense: if checked, then we will ask about the amount of milk you purchased and the type so we can use it in a milk audit
• Food Expense: if checked, then we consider it food for the purposes of the Expense Summary by Center report
• Staffing Expense: if checked, then we will ask if you want to associate the expense with a specific person
• Non-Program Expense: if checked, then we don’t include this as contributing to a nonprofit food service. Sponsors may use this for sales tax, delivery fees or non-related purchases to balance receipt totals
• Scroll to the bottom and click Save