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(v1) Service Expense GLA tab

Owned by David Engblom
Apr 16, 2024
3 min read

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 Services and edit those of existing Services.

Expense GLA Tab example

To set a Default GLA for Service, click the Picker Icon (Picker Icon) in the Set Default GLA field (see above) and select a GLA from the displayed list. This field adds the selected GLA at 100% and replaces any 'Default' type existing GLAs in the Grid above.

Managing GLA Entries

Users can specify GLAs by clicking the Manage Entries button located on the 'Expense GLAs' tab. This opens the new Add New Expense GLA form.

Add New Expense GLA form example

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

  • Expense Type - This drop-down allows the User to select the Expense Type of the GLA.
    Expense Type field example
  • GLA - This picker allows the User to select the GLA to associate with the Expense Type.
    GLA Picker field example
  • Percent - The number selector allows the User to specify the percent of the Expense Type to apply to the GLA.
    Percent field example

Single GLA

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

Multiple GLAs

To add multiple GLAs the User can follow these steps:

  • Click the Add GLA button.
  • This adds a row to the table.
  • Repeat to add as many rows as are required.
  • When adding multiple GLAs, the percentages of a given 'Expense Type' must equal 100% as in the following example:
    Manage GLA Percentages, sum to 100 example
  • If the Percentages are not enough to equal 100%, or exceed 100% the User receives a notice as in the following example:
    Manage GLA, sum to over 100 example
  • Once the User has added all the desired GLAs, the form can be saved by clicking the Save button. The GLAs are added to the 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 form example
  3. Right-click the 'Equipment' row. This opens the table context menu.
    Delete GLA Record example
  4. Click the Delete Row menu option.
  5. The row is deleted.
  6. Click the Save button.

The Grid updates and the GLA is removed.

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