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Spend Requests · Tenant admin

Record actual spend

Browse the guidesSpend Requests

Actual on a budget line is what has been spent, taken from your organisation’s books. Koldheim does not import it.

Steps

  1. Open Manage > Records and press Budget Line under Record types.
  2. Press the line’s row in Budget Lines. Its form opens, titled with the line’s name.
    The Budget Lines list with the Natural Sciences teaching equipment line outlinedThe Budget Lines list with the Natural Sciences teaching equipment line outlined
  3. Change Actual to the amount spent to date.
    The budget line’s form with a new figure in Actual, outlined, between Committed and AvailableThe budget line’s form with a new figure in Actual, outlined, between Committed and Available
  4. Press Save changes.

What you will see

The next request checked against that line uses the new Actual: available is allocated, less committed, less actual.

Common problems

  • Available on the Budgets table still shows the old figure. It is rewritten when the next request is committed. The check itself always uses the new Actual.