Expense details

Case Members

If you selected Child Care in the Type field on the Expense History screen, select the child who is receiving the care.

Account

Enter the number of the financial account (checking, savings, stock, and so on.)  You can enter up to 16 characters.

Effective Month/Year

Enter the month and year the person became responsible for this expense. Use the format MM/YYYY. This field is required.

Amount

Enter the amount of the expense. This field is required.

Frequency

Select the frequency at which this expense is due. This field is required.

Balance Owed

Enter the amount the person still owes on this expense, if any.

Description

Describe the expense. You can enter up to 400 characters.

Invalidate Record

Select the check box if this record was created in error. (You cannot delete a financial profile record.) An invalid record cannot be updated. Clear the check mark to return the record to valid status.

Reason

Enter a reason for invalidating the record or returning it to valid status. You can enter up to 400 characters.