Add & Customize Spend Tracking Codes

Spend Tracking Codes (Grant ID, Project, Fund, Account) can be associated with individual requests. Lab Admins can add Spend Tracking Codes to the Lab to easily keep track of spending.

Add & Customize Spend Tracking Codes

1. On the top left side of the toolbar, click on the Org Name or the Lab Name and then click the gear icon to select the lab where you want to make changes. 


2. Select the Lab on the left sidebar and choose the Lab Settings tab.


3. Click Add new code. 


4. Enter a new code. Click add another code to enter more than one or click Save when done.


5. Select a label name for the list of codes. Click the checkbox to indicate that a code will be required for all new requests.



Delete Spend Tracking Codes

To delete a Spend Tracking Code and remove it from the drop-down list on the Requests page, click the 'X' next to the code. Any items that had that code will keep it, but lab members will no longer be able to select it for new requests. 


Next Up: Learn how to filter by Grant IDs and generate a Spend Report


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