This dialog is reached by highlighting a name in the Name list box on the Expenses window then selecting Action on the menu bar then Create from the drop down menu.
This dialog is used to enter all expenses for each person.
WINDOW FIELDS
Case Number, Case Name, Benefit Month
Client Number – Displays the system assigned number for the person selected on the Expenses window.
Client Name - Displays the name selected on the Expenses window.
Expense Incurred – This field is to select the month (either retrospective or prospective) in which the expense is incurred.
Program - Check Boxes are to select the program(s) for which the expense is to be counted (TANF & HCC (Medicaid/Healthy Steps).
Category - Select the Category of the expense being created.
Type - Drop down list is to select the type of expense incurred.
Expense Details Group Box
Sub-Type - Drop down list to select the sub-type of the expense being created.
Amount – Enter the amount in dollars and cents for the expense created.
Provider Type – Drop down list to select the provider type for the expense created.
Verification – Select the type of verification used to verify the expense.
PUSH BUTTONS
WINDOW PROCESS
Highlight an individual in the Name list box on the Expenses window
Select the Action menu bar option
Select Create from the drop down menu
This opens the Create Expense dialog
Select the month the expense is incurred from the Expense Incurred drop down list
Select Program check boxes to indicate the program(s) for which the expense is to be used
Select the type of expense being created from Type drop down list
If the expense being created enables the Sub-Type drop down list, select the sub-type from the Sub-Type drop down list
Enter the amount of the expense in the Amount field
Select the Provider Type from the drop down list if the expense being created is a Child Care expense
Select the type of Verification received from the drop down list
Select the Save push button if there is more than one expense to be created for the individual selected
Select the OK push button if there is only one expense or if all expenses are created for the selected individual