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Excerpt

Expense GLAs

This tab is of particular importance to the User organization's financial team in that it allows Users to set GLAs for new Equipment and edit those of existing Equipment.

Equipment Expense GLA TabImage RemovedEquipment Expense GLA TabImage Added

To set a Default GLA for Equipment, click the Search Icon in the 'Set Default GLA' field (see above) and select a GLA from the list. This field will add the selected GLA at 100% and will replace any 'Default' type existing GLAs in the grid above.

Managing GLA Entries

Users can also specify GLAs by clicking the Manage Entries buttonImage Removedimage-20240624-182714.pngImage Added  located on the 'Expense GLAs' tab. This will open the new 'Add New Expense GLA' form which has been simplified to a data entry table.

Add New Expense GLAs Form exampleImage RemovedAdd New Expense GLAs Form exampleImage Added

From this new form, the User can set a single GLA or Multiple GLAs quickly and without having to re-open the form multiple times unlike in previous versions. There are three fields that can be edited on the table whether the User is Adding a Single GLA or Multiple GLAs.

  1. Expense Type - This drop down allows the User to select the Expense Type of the GLA.

    Expense Type dropdown field exampleImage RemovedExpense Type dropdown field exampleImage Added

  1. GLA - This picker allows the User to select the GLA to associate with the Expense Type.

    GLA picker field exampleImage RemovedGLA picker field exampleImage Added

  1. Percent - The number selector allows the User to specify the percent of the Expense Type to apply to the GLA.

    Percent field exampleImage RemovedPercent field exampleImage Added


    The first row of the table is added to the 'Add New Expense GLA' form by default. The User only needs to select the 'Expense Type', 'GLA', and 'Percent' and click the Save button.

Single GLA

Multiple GLAs

To add multiple GLAs on the 'Add New Expense GLA' form the User can follow these steps:

  1. Click the Add GLA buttonImage Removed image-20240624-182800.pngImage Added .

  2. This will add a row to the table.

  3. Repeat to add as many rows as are required.

  4. When adding multiple GLAs, the percentages of a given 'Expense Type' must equal 100% as in the following example:

    GLA percentage sum example of add to 100Image RemovedGLA percentage sum example of add to 100Image Added

  5. If the Percentages are not enough to equal 100%, or exceed 100% the User will receive a notice as in the following example:

    GLA percentage sum example of add to over 100Image Removed


    GLA percentage sum example of add to over 100Image Added

  6. Once the User has added all the desired GLAs, the form can be saved by clicking the Save buttonImage Removed image-20240624-182835.pngImage Added .

The GLAs will have been added to grid on the 'Expense GLA' tab.

To delete a single GLA record the User must follow these steps:

  1. From the 'Add New Expense GLA' form chose the row to delete.

  2. In this example the 'Equipment' Expense Type is being deleted.

    Manage GLA exampleImage RemovedManage GLA exampleImage Added

  3. Right-click the 'Equipment' row. This will open the table context menu.

    Delete a GLA from selection exampleImage RemovedDelete a GLA from selection exampleImage Added

  4. Click the 'Delete Row' menu option.

  5. The row will have been deleted.

  6. Click the Save buttonImage Removedimage-20240624-182835.pngImage Added .

The grid will update and the GLA will have been removed.

Changing GLAs

When a GLA is changed for a different one, the User is prompted to select when that change should apply.  Selecting "Effective Today" will apply the change immediately, while selecting "Date to Last Billed" will begin as of the date of the last Bill Run.  An example of the prompt is displayed below.

Effective Date dialogue exampleImage RemovedEffective Date dialogue exampleImage Added