# Work Expense Entries ## Overview The Work Expense register helps manage staff costs for an event. Work Expense Entries is a sub-register of Work Summaries. New work expenses are added as sub-items through a Work Summary Expenses as such you can also view them there. This register is especially useful for [finding](#finding) and [viewing](#viewing) expenses, for example by Period, Staff Member, and [editing](#editing) them directly. {% hint style="info" %} You can only add new Work Expenses via the [Work Summary](https://docs.cw.crisisworks.com/concepts-and-fundamentals/on-a-computer/your-user-profile-and-duties/work-summaries). {% endhint %} ### Access To access the Work Expenses register: 1. Go on duty to the event with a [supported position](https://docs.cw.crisisworks.com/concepts-and-fundamentals/on-a-computer/your-user-profile-and-duties/work-summaries/..#positions). 2. Use the *Manage My Work Times* in the User Profile menu to access the module.

3. Access Work Expenses via the [Registers menu](https://docs.cw.crisisworks.com/concepts-and-fundamentals/navigation#registers-menu) on the left. {% hint style="info" %} If you can't access this link, contact your System Administrator. Work Summaries needs to be properly [setup and configured](#setup-and-configuration). {% endhint %} ## Viewing Work Expense Entries Work Expense Entries are listed in and searchable via the register [Datagrid](https://docs.cw.crisisworks.com/concepts-and-fundamentals/using-the-datagrid#data-grid-view). The Expense Entries datagrid shows details such as the total amount and payment method staff member. These can be grouped by staff member using the datagrid grouping function.

To view an existing Work Expense Entry: 1. Navigate to the Work Expense Entries register datagrid. 2. Locate the item you wish to view. The register includes filters for Totals, Workflow (Active, Submitted, ReOpen, Cancelled, Rejected, Manager Approved), Staff Members (All Unassigned), Speical (To Reimburse, Unpaid Expenses), Expense Category, Payment Method and Active Tags 3. Open the item using the ID or Status 4. To return to the Datagrid use the Back button

## Settings ### General Individual Work Expenses requires at minimum: a [Date](#date), [Total amount](#total-amount)**,** [Expense Category](#expense-category) and Payment Method. #### Date This setting and is entered using a [Date Selector](https://docs.cw.crisisworks.com/concepts-and-fundamentals/using-the-datagrid/editing-items#selecting-dates). #### Total Amount This setting indicates the amount of the expense in dollars and accepts two decimals for cents. #### Expense Category This settings is used to categorise an expense. Expense Categories are defined by an administrator using the *Work Summary Expense: Expense Category* [lookup](https://docs.cw.crisisworks.com/system-administration/configuring-the-system/lookups).

#### Payment Method This setting indicates how the expenses are typically paid. Payment Methods are defined by an administrator using the *Work Summary Expense: Payment Method* [lookup](https://docs.cw.crisisworks.com/system-administration/configuring-the-system/lookups).

#### Description This setting provides additional details on the expense. #### Expense Requires reimbursement? This setting indicates whether it needs reimbursement using a tick box. Expenses marked in this way have a special filter which enables all reimbursement expenses to be viewed. #### Invoice/Receipt This setting supports downloading an uploaded copy of the invoice or receipt for the expense. In Edit mode you can upload a file using the [File Upload](https://docs.cw.crisisworks.com/concepts-and-fundamentals/using-the-datagrid/editing-items#files) feature. #### Tags Refer to: [Tagging Items](https://docs.cw.crisisworks.com/concepts-and-fundamentals/on-a-computer/using-the-datagrid/tagging-items) ### Workflow #### Status This setting indicates the current step in the process. The following table is a guide to the Statuses. For the state machine steps refer to the [Work Summary Expense Workflow Data Dictionary](https://docs.cw.crisisworks.com/concepts-and-fundamentals/on-a-computer/your-user-profile-and-duties/work-summaries/broken-reference).

Stage	Datagrid Icon	Description
Active		All Work Expense Entries begin with this status by default
Submitted		Once all of the Work Expense Entries have been added, the user or Payroll Manager can change them to this status. All of the fields become read-only and data can no longer be changed.
ReOpen		Once submitted, changes can only be made when this status is set. Payroll Managers can enter a reason back to the user on what they need to change.
Cancelled		The expense entry has been cancelled. Once set to this Status it cannot be un-cancelled.
Rejected		The Payroll Manager has rejected the expense entry.
Manager Approved		The Payroll Manager has approved this expense entry.

## Editing You can edit Work Expenses from their parent Work Summary or from the datagrid. To edit from the datagrid: 1. Navigate to the register 2. Find the item you wish 3. Edit by using the Edit button

4. Make the necessary changes to the [settings](#settings) 5. Save

## Adding Work Expense Entries are sub-items of Work Summaries and as such can only be added via the Work Summary [Expenses](https://docs.cw.crisisworks.com/concepts-and-fundamentals/on-a-computer/your-user-profile-and-duties/work-summaries/..#expenses).