The Indirect Costs screen is used to view all indirect costs that have been added to invoices. The following information is displayed in the columns: Agency; Budget Type; Funding Source; Bill Date; Start Date; End Date; Program Year; Bill Amount; Description; Invoice Number.
To access this screen, select Indirect Costs on the INVOICING menu.
See the tasks below for instructions on using the Indirect Costs screen.
FEATURES AND TASKS
To find an indirect cost, enter the Agency (this will default to your agency, but Administrators can select any agency) and/or the date range for the Bill Date, then click Search. You can also enter any of the following search criteria or a combination of criteria and click the Apply Filter button:
- Agency (this will default to your agency, but Administrators can select any agency)
- Budget Type
- Funding Source
- Program Year
- Invoice Number
To view an indirect cost click View at the beginning of the row.
The list can be sorted by any column heading. Click the heading once to sort the data in ascending order, click a second time to sort in descending order.
There have been rare instances when a user has updated an existing Invoice to change the amounts of an indirect cost without clicking "Save." This results in the total Indirect Cost on the Summary Page not matching the new total costs (even though the individual items are displayed properly). In this instance, editing the Indirect Costs and clicking Save on each line item as well as on the bottom of the Edit dialog will ensure that the total is recalculated and the correct amount is displayed appropriately.